Financial Plan Inc. Makes New $839,000 Investment in Dimensional US Sustainability Core 1 ETF $DFSU

Financial Plan Inc. purchased 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 and Exchange Commission (SEC). The fund purchased 19,317 shares of the company’s stock, valued at approximately $839,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Citrine Capital LLC lifted its stake in Dimensional US Sustainability Core 1 ETF by 8.8% during the third quarter. Citrine Capital LLC now owns 1,178,149 shares of the company’s stock worth $50,039,000 after purchasing an additional 95,145 shares during the last quarter. Greenspring Advisors LLC bought a new stake in Dimensional US Sustainability Core 1 ETF during the third quarter worth about $542,000. Five Oceans Advisors lifted its stake in Dimensional US Sustainability Core 1 ETF by 223.5% during the third quarter. Five Oceans Advisors now owns 375,471 shares of the company’s stock worth $15,947,000 after purchasing an additional 259,411 shares during the last quarter. Apella Capital LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 14.2% in the third quarter. Apella Capital LLC now owns 248,432 shares of the company’s stock worth $10,395,000 after buying an additional 30,960 shares during the period. Finally, Pure Financial Advisors LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 22.0% in the third quarter. Pure Financial Advisors LLC now owns 324,723 shares of the company’s stock worth $13,792,000 after buying an additional 58,631 shares during the period.

Dimensional US Sustainability Core 1 ETF Trading Down 0.8%

DFSU opened at $44.60 on Wednesday. The company has a market cap of $2.03 billion, a P/E ratio of 21.88 and a beta of 1.08. The business’s 50-day moving average price is $42.72 and its 200-day moving average price is $43.11. Dimensional US Sustainability Core 1 ETF has a 12 month low of $33.25 and a 12 month high of $45.15.

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.