Envision Financial Planning LLC Has $404,000 Stock Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Envision Financial Planning LLC grew its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 73.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm 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 accounts for about 0.2% of Envision Financial Planning LLC’s investment 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 filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Elser Financial Planning Inc bought a new position in Dimensional US Sustainability Core 1 ETF during the 2nd quarter worth about $7,402,000. Strategic Investment Solutions Inc. IL acquired a new stake in Dimensional US Sustainability Core 1 ETF in the 2nd quarter valued at approximately $6,561,000. Cardinal Point Capital Management ULC lifted its stake in Dimensional US Sustainability Core 1 ETF by 550.6% in the 2nd quarter. Cardinal Point Capital Management ULC now owns 159,010 shares of the company’s stock valued at $5,543,000 after acquiring an additional 134,570 shares in the last quarter. Quantum Financial Advisors LLC boosted its position in Dimensional US Sustainability Core 1 ETF by 6.4% during the 2nd quarter. Quantum Financial Advisors LLC now owns 2,142,767 shares of the company’s stock worth $74,697,000 after acquiring an additional 128,145 shares during the last quarter. Finally, Pure Financial Advisors LLC grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 315.0% during the 3rd quarter. Pure Financial Advisors LLC now owns 89,625 shares of the company’s stock worth $3,332,000 after acquiring an additional 68,028 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Down 1.3 %

Shares of DFSU stock opened at $38.19 on Friday. Dimensional US Sustainability Core 1 ETF has a 12 month low of $28.75 and a 12 month high of $39.32. The company’s fifty day simple moving average is $37.33 and its 200-day simple moving average is $35.77. The firm has a market cap of $1.07 billion, a PE ratio of 22.03 and a beta of 1.06.

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.