Donalies Financial Planning LLC Invests $5.87 Million in Dimensional US Sustainability Core 1 ETF $DFSU

Donalies Financial Planning LLC acquired a new position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 135,160 shares of the company’s stock, valued at approximately $5,870,000. Dimensional US Sustainability Core 1 ETF makes up 5.0% of Donalies Financial Planning LLC’s holdings, making the stock its 3rd largest position. Donalies Financial Planning LLC owned about 0.31% of Dimensional US Sustainability Core 1 ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Royal Bank of Canada increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 298.2% in the fourth quarter. Royal Bank of Canada now owns 2,047 shares of the company’s stock valued at $89,000 after purchasing an additional 1,533 shares in the last quarter. Mariner LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 50.5% in the fourth quarter. Mariner LLC now owns 21,578 shares of the company’s stock valued at $937,000 after purchasing an additional 7,239 shares in the last quarter. North Ridge Wealth Advisors Inc. increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 33.1% in the fourth quarter. North Ridge Wealth Advisors Inc. now owns 40,566 shares of the company’s stock valued at $1,762,000 after purchasing an additional 10,098 shares in the last quarter. Focus Partners Wealth increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 1.3% in the fourth quarter. Focus Partners Wealth now owns 1,884,940 shares of the company’s stock valued at $81,863,000 after purchasing an additional 24,245 shares in the last quarter. Finally, Brown Advisory Inc. increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 292.9% in the fourth quarter. Brown Advisory Inc. now owns 38,039 shares of the company’s stock valued at $1,652,000 after purchasing an additional 28,358 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Performance

Shares of DFSU stock opened at $46.68 on Wednesday. Dimensional US Sustainability Core 1 ETF has a 52-week low of $37.64 and a 52-week high of $47.01. The stock has a market cap of $2.15 billion, a PE ratio of 21.88 and a beta of 1.04. The firm’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 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.