Donalies Financial Planning LLC purchased a new position in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 102,636 shares of the company’s stock, valued at approximately $4,397,000. Dimensional International Sustainability Core 1 ETF makes up approximately 3.7% of Donalies Financial Planning LLC’s holdings, making the stock its 7th biggest holding.
A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Ruedi Wealth Management Inc. grew its position in shares of Dimensional International Sustainability Core 1 ETF by 3.0% during the 4th quarter. Ruedi Wealth Management Inc. now owns 7,591 shares of the company’s stock worth $325,000 after buying an additional 224 shares in the last quarter. JPMorgan Chase & Co. grew its position in shares of Dimensional International Sustainability Core 1 ETF by 9.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,303 shares of the company’s stock worth $130,000 after buying an additional 287 shares in the last quarter. Rockbridge Investment Management LCC grew its position in shares of Dimensional International Sustainability Core 1 ETF by 0.4% during the 4th quarter. Rockbridge Investment Management LCC now owns 69,148 shares of the company’s stock worth $2,963,000 after buying an additional 295 shares in the last quarter. Joel Adams & Associates Inc. grew its position in shares of Dimensional International Sustainability Core 1 ETF by 3.9% during the 4th quarter. Joel Adams & Associates Inc. now owns 8,193 shares of the company’s stock worth $351,000 after buying an additional 306 shares in the last quarter. Finally, Clarius Group LLC grew its position in shares of Dimensional International Sustainability Core 1 ETF by 5.4% during the 4th quarter. Clarius Group LLC now owns 7,178 shares of the company’s stock worth $308,000 after buying an additional 365 shares in the last quarter.
Dimensional International Sustainability Core 1 ETF Trading Up 0.4%
DFSI opened at $46.03 on Wednesday. Dimensional International Sustainability Core 1 ETF has a 12-month low of $38.17 and a 12-month high of $47.87. The business’s fifty day simple moving average is $45.01 and its 200-day simple moving average is $44.19. The company has a market capitalization of $1.07 billion, a price-to-earnings ratio of 16.91 and a beta of 0.72.
Dimensional International Sustainability Core 1 ETF Company Profile
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. DFSI was launched on Nov 1, 2022 and is managed by Dimensional.
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