13,691 Dimensional US Sustainability Core 1 ETF $DFSU Shares Sold by Elevation Wealth Partners LLC

Elevation Wealth Partners LLC trimmed its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 9.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,752 shares of the company’s stock after selling 13,691 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up approximately 1.7% of Elevation Wealth Partners LLC’s investment portfolio, making the stock its 11th biggest holding. Elevation Wealth Partners LLC owned about 0.26% of Dimensional US Sustainability Core 1 ETF worth $6,120,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of DFSU. Cahill Financial Advisors Inc. grew its stake in Dimensional US Sustainability Core 1 ETF by 30.9% in the second quarter. Cahill Financial Advisors Inc. now owns 44,907 shares of the company’s stock valued at $2,094,000 after purchasing an additional 10,588 shares during the last quarter. Citadel Advisors LLC acquired a new stake in Dimensional US Sustainability Core 1 ETF in the second quarter valued at approximately $228,000. Morling Financial Advisors LLC increased its position in shares of Dimensional US Sustainability Core 1 ETF by 2.7% during the second quarter. Morling Financial Advisors LLC now owns 40,489 shares of the company’s stock worth $1,888,000 after purchasing an additional 1,060 shares in the last quarter. HB Wealth Management LLC purchased a new stake in shares of Dimensional US Sustainability Core 1 ETF during the 2nd quarter valued at $677,000. Finally, Beacon Hill Wealth Management LTD. acquired a new stake in shares of Dimensional US Sustainability Core 1 ETF in the 2nd quarter worth $3,660,000.

Dimensional US Sustainability Core 1 ETF Price Performance

NYSEARCA DFSU traded down $0.24 during trading on Wednesday, hitting $47.92. The company’s stock had a trading volume of 83,863 shares, compared to its average volume of 97,522. Dimensional US Sustainability Core 1 ETF has a fifty-two week low of $39.73 and a fifty-two week high of $49.21. The company has a market cap of $2.38 billion, a PE ratio of 21.88 and a beta of 1.04. The business’s 50 day simple moving average is $48.00 and its 200-day simple moving average is $46.18.

About Dimensional US Sustainability Core 1 ETF

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.