Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) Holdings Boosted by Quantum Financial Advisors LLC

Quantum Financial Advisors LLC lifted its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 4.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,231,633 shares of the company’s stock after acquiring an additional 88,866 shares during the period. Dimensional US Sustainability Core 1 ETF accounts for about 13.0% of Quantum Financial Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Quantum Financial Advisors LLC owned approximately 8.00% of Dimensional US Sustainability Core 1 ETF worth $82,972,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Signature Resources Capital Management LLC lifted its stake in Dimensional US Sustainability Core 1 ETF by 146.5% in the 2nd quarter. Signature Resources Capital Management LLC now owns 1,102 shares of the company’s stock worth $38,000 after purchasing an additional 655 shares in the last quarter. Elevate Wealth Advisory Inc. purchased a new stake in shares of Dimensional US Sustainability Core 1 ETF in the fourth quarter worth about $80,000. ZRC Wealth Management LLC boosted its stake in Dimensional US Sustainability Core 1 ETF by 20.0% during the second quarter. ZRC Wealth Management LLC now owns 2,928 shares of the company’s stock valued at $102,000 after buying an additional 489 shares during the last quarter. LRI Investments LLC purchased a new position in Dimensional US Sustainability Core 1 ETF during the 1st quarter valued at approximately $103,000. Finally, Bellevue Asset Management LLC bought a new stake in Dimensional US Sustainability Core 1 ETF in the 2nd quarter worth approximately $114,000.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of NYSEARCA DFSU traded up $0.36 during midday trading on Friday, reaching $37.16. 93,019 shares of the stock traded hands, compared to its average volume of 90,777. The company’s 50 day moving average is $35.90 and its 200 day moving average is $34.84. The stock has a market capitalization of $1.04 billion, a PE ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a one year low of $26.31 and a one year high of $37.28.

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.