Abacus Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationsanta monica, CA
- Num holdings
93
- Value ($000)
$669,702
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001978011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSR MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | $156.81M | 23 % | 15,495,341 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $105.92M | 16 % | 2,079,367 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $73.59M | 11 % | 1,322,095 | ||
NUSC NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | $51.10M | 8 % | 1,220,103 | ||
TIDAL ETF TR | ADASINA SOCIAL | 886364876 | $43.80M | 7 % | 2,385,543 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $36.80M | 6 % | 970,891 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $31.85M | 5 % | 1,097,562 | ||
NUMV NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | $31.65M | 5 % | 909,082 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $27.52M | 4 % | 1,035,882 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $17.48M | 3 % | 531,985 |
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