Advisory Services & Investments LLC Invests $560,000 in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Advisory Services & Investments LLC bought a new position in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,632 shares of the company’s stock, valued at approximately $560,000. Dimensional International Sustainability Core 1 ETF accounts for about 0.4% of Advisory Services & Investments LLC’s holdings, making the stock its 28th largest holding. Advisory Services & Investments LLC owned about 0.23% of Dimensional International Sustainability Core 1 ETF at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DFSI. Orion Capital Management LLC purchased a new stake in shares of Dimensional International Sustainability Core 1 ETF during the third quarter worth approximately $259,000. Willow Creek Wealth Management Inc. increased its stake in shares of Dimensional International Sustainability Core 1 ETF by 10.0% during the third quarter. Willow Creek Wealth Management Inc. now owns 62,638 shares of the company’s stock worth $1,798,000 after buying an additional 5,674 shares during the period. Carlson Capital Management increased its stake in shares of Dimensional International Sustainability Core 1 ETF by 43.2% during the third quarter. Carlson Capital Management now owns 12,237 shares of the company’s stock worth $351,000 after buying an additional 3,694 shares during the period. Quantum Financial Advisors LLC increased its stake in shares of Dimensional International Sustainability Core 1 ETF by 1.5% during the third quarter. Quantum Financial Advisors LLC now owns 871,737 shares of the company’s stock worth $25,028,000 after buying an additional 12,691 shares during the period. Finally, Modera Wealth Management LLC increased its stake in shares of Dimensional International Sustainability Core 1 ETF by 7.7% during the third quarter. Modera Wealth Management LLC now owns 20,329 shares of the company’s stock worth $584,000 after buying an additional 1,455 shares during the period.

Dimensional International Sustainability Core 1 ETF Stock Performance

DFSI stock opened at $32.94 on Monday. The company’s 50 day moving average price is $33.46 and its 200 day moving average price is $32.73. Dimensional International Sustainability Core 1 ETF has a fifty-two week low of $27.07 and a fifty-two week high of $34.47. The firm has a market capitalization of $415.04 million, a price-to-earnings ratio of 16.36 and a beta of 0.85.

About Dimensional International Sustainability Core 1 ETF

The Dimensional International Sustainability Core 1 ETF (DFSI) is an exchange-traded fund that is based on the MSCI World ex USA IMI index. The fund is an actively managed ETF that aims to invest in a portfolio of non-US developed market equities across all market-caps with perceived high profitability and positive sustainability characteristics.