Elevation Wealth Partners LLC Sells 13,691 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Elevation Wealth Partners LLC trimmed its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 9.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,752 shares of the company’s stock after selling 13,691 shares during the period. Dimensional US Sustainability Core 1 ETF comprises 1.7% of Elevation Wealth Partners LLC’s holdings, making the stock its 11th largest position. Elevation Wealth Partners LLC’s holdings in Dimensional US Sustainability Core 1 ETF were worth $6,120,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Family Wealth Partners LLC grew its position in Dimensional US Sustainability Core 1 ETF by 1.8% during the second quarter. Family Wealth Partners LLC now owns 14,370 shares of the company’s stock valued at $670,000 after buying an additional 258 shares during the period. Robinson Smith Wealth Advisors LLC raised its position in shares of Dimensional US Sustainability Core 1 ETF by 4.6% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 6,582 shares of the company’s stock worth $270,000 after acquiring an additional 290 shares during the period. Rehmann Capital Advisory Group boosted its stake in shares of Dimensional US Sustainability Core 1 ETF by 1.1% during the 4th quarter. Rehmann Capital Advisory Group now owns 27,120 shares of the company’s stock worth $1,178,000 after acquiring an additional 300 shares in the last quarter. Compass Capital Corp MA ADV grew its position in shares of Dimensional US Sustainability Core 1 ETF by 1.0% during the 4th quarter. Compass Capital Corp MA ADV now owns 49,046 shares of the company’s stock valued at $2,175,000 after acquiring an additional 469 shares during the period. Finally, Bridgewater Advisors Inc. grew its position in shares of Dimensional US Sustainability Core 1 ETF by 2.1% during the 1st quarter. Bridgewater Advisors Inc. now owns 29,579 shares of the company’s stock valued at $1,215,000 after acquiring an additional 611 shares during the period.

Dimensional US Sustainability Core 1 ETF Price Performance

NYSEARCA DFSU traded down $0.24 during trading hours on Wednesday, reaching $47.92. The company’s stock had a trading volume of 83,863 shares, compared to its average volume of 97,522. The firm has a market capitalization of $2.38 billion, a price-to-earnings ratio of 21.88 and a beta of 1.04. Dimensional US Sustainability Core 1 ETF has a 1-year low of $39.73 and a 1-year high of $49.21. The company’s 50-day moving average is $48.00 and its two-hundred day moving average is $46.18.

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.