Planning Center Inc. Cuts Holdings in Dimensional US Sustainability Core 1 ETF $DFSU

Planning Center Inc. reduced its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 10.3% in the 4th quarter, Holdings Channel reports. The firm owned 182,662 shares of the company’s stock after selling 20,972 shares during the quarter. Dimensional US Sustainability Core 1 ETF accounts for approximately 0.8% of Planning Center Inc.’s portfolio, making the stock its 20th biggest position. Planning Center Inc.’s holdings in Dimensional US Sustainability Core 1 ETF were worth $7,933,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Retirement Solution LLC grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 0.5% during the fourth quarter. Retirement Solution LLC now owns 5,424,190 shares of the company’s stock valued at $235,573,000 after acquiring an additional 24,868 shares in the last quarter. AWM Capital LLC grew its stake in Dimensional US Sustainability Core 1 ETF by 29.7% in the third quarter. AWM Capital LLC now owns 2,929,787 shares of the company’s stock worth $124,436,000 after purchasing an additional 670,777 shares in the last quarter. Maseco LLP lifted its holdings in Dimensional US Sustainability Core 1 ETF by 3.7% in the fourth quarter. Maseco LLP now owns 1,953,681 shares of the company’s stock worth $84,800,000 after acquiring an additional 69,366 shares during the last quarter. Focus Partners Wealth lifted its holdings in Dimensional US Sustainability Core 1 ETF by 2.0% in the third quarter. Focus Partners Wealth now owns 1,860,695 shares of the company’s stock worth $79,029,000 after acquiring an additional 36,585 shares during the last quarter. Finally, Citrine Capital LLC lifted its holdings in Dimensional US Sustainability Core 1 ETF by 9.5% in the fourth quarter. Citrine Capital LLC now owns 1,289,790 shares of the company’s stock worth $56,016,000 after acquiring an additional 111,641 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Up 0.9%

Shares of NYSEARCA DFSU opened at $44.94 on Friday. The firm’s 50-day moving average price is $42.88 and its two-hundred day moving average price is $43.21. Dimensional US Sustainability Core 1 ETF has a 52-week low of $35.52 and a 52-week high of $45.15. The stock has a market capitalization of $2.06 billion, a P/E ratio of 21.88 and a beta of 1.08.

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.