Envision Financial Planning LLC Acquires 4,615 Shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Envision Financial Planning LLC boosted its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 73.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,861 shares of the company’s stock after buying an additional 4,615 shares during the quarter. Dimensional US Sustainability Core 1 ETF comprises 0.2% of Envision Financial Planning LLC’s portfolio, making the stock its 28th biggest holding. Envision Financial Planning LLC’s holdings in Dimensional US Sustainability Core 1 ETF were worth $404,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Signature Resources Capital Management LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 146.5% during the 2nd quarter. Signature Resources Capital Management LLC now owns 1,102 shares of the company’s stock valued at $38,000 after acquiring an additional 655 shares during the last quarter. ZRC Wealth Management LLC grew its holdings in Dimensional US Sustainability Core 1 ETF by 20.0% during the second quarter. ZRC Wealth Management LLC now owns 2,928 shares of the company’s stock valued at $102,000 after purchasing an additional 489 shares during the last quarter. LRI Investments LLC bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the first quarter valued at approximately $103,000. Bellevue Asset Management LLC acquired a new stake in shares of Dimensional US Sustainability Core 1 ETF in the second quarter worth $114,000. Finally, McClarren Financial Advisors Inc. boosted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 12,285.3% during the 3rd quarter. McClarren Financial Advisors Inc. now owns 4,211 shares of the company’s stock worth $156,000 after buying an additional 4,177 shares during the period.

Dimensional US Sustainability Core 1 ETF Trading Down 1.3 %

NYSEARCA:DFSU opened at $38.19 on Friday. The firm has a market capitalization of $1.07 billion, a PE ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a 1 year low of $28.75 and a 1 year high of $39.32. The firm’s fifty day simple moving average is $37.33 and its 200 day simple moving average is $35.77.

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.