135,160 Shares in Dimensional US Sustainability Core 1 ETF $DFSU Bought by Donalies Financial Planning LLC

Donalies Financial Planning LLC bought a new position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 135,160 shares of the company’s stock, valued at approximately $5,870,000. Dimensional US Sustainability Core 1 ETF accounts for 5.0% of Donalies Financial Planning LLC’s investment portfolio, making the stock its 3rd largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Retirement Solution LLC lifted its position in Dimensional US Sustainability Core 1 ETF by 0.5% during the 4th quarter. Retirement Solution LLC now owns 5,424,190 shares of the company’s stock worth $235,573,000 after buying an additional 24,868 shares in the last quarter. Maseco LLP lifted its position in Dimensional US Sustainability Core 1 ETF by 3.7% during the 4th quarter. Maseco LLP now owns 1,953,681 shares of the company’s stock worth $84,800,000 after buying an additional 69,366 shares in the last quarter. Focus Partners Wealth lifted its position in Dimensional US Sustainability Core 1 ETF by 1.3% during the 4th quarter. Focus Partners Wealth now owns 1,884,940 shares of the company’s stock worth $81,863,000 after buying an additional 24,245 shares in the last quarter. Citrine Capital LLC lifted its position in Dimensional US Sustainability Core 1 ETF by 9.5% during the 4th quarter. Citrine Capital LLC now owns 1,289,790 shares of the company’s stock worth $56,016,000 after buying an additional 111,641 shares in the last quarter. Finally, Abacus Wealth Partners LLC lifted its position in Dimensional US Sustainability Core 1 ETF by 0.7% during the 3rd quarter. Abacus Wealth Partners LLC now owns 1,242,986 shares of the company’s stock worth $52,793,000 after buying an additional 8,558 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of NYSEARCA:DFSU opened at $46.68 on Wednesday. The company’s 50-day moving average price is $45.25 and its two-hundred day moving average price is $43.98. Dimensional US Sustainability Core 1 ETF has a one year low of $37.64 and a one year high of $47.01. The stock has a market capitalization of $2.15 billion, a PE ratio of 21.88 and a beta of 1.04.

Dimensional US Sustainability Core 1 ETF Company Profile

The Dimensional US Sustainability Core 1 ETF (DFSU) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed ETF that aims to invest in a portfolio of US equities across all market-caps with perceived high profitability and positive sustainability characteristics. DFSU was launched on Nov 1, 2022 and is managed by Dimensional.