Trellis Wealth Advisors LLC Raises Holdings in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Trellis Wealth Advisors LLC boosted its stake in shares of Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,066 shares of the company’s stock after acquiring an additional 868 shares during the quarter. Dimensional Emerging Markets Sustainability Core 1 ETF accounts for 0.3% of Trellis Wealth Advisors LLC’s holdings, making the stock its 20th largest position. Trellis Wealth Advisors LLC owned approximately 0.22% of Dimensional Emerging Markets Sustainability Core 1 ETF worth $604,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of DFSE. Quantum Financial Advisors LLC increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 0.8% during the 3rd quarter. Quantum Financial Advisors LLC now owns 551,545 shares of the company’s stock valued at $19,536,000 after purchasing an additional 4,175 shares in the last quarter. AWM Capital LLC increased its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF by 20.9% in the first quarter. AWM Capital LLC now owns 536,446 shares of the company’s stock valued at $17,274,000 after buying an additional 92,848 shares in the last quarter. Abacus Wealth Partners LLC increased its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF by 5.2% in the third quarter. Abacus Wealth Partners LLC now owns 452,821 shares of the company’s stock valued at $16,039,000 after buying an additional 22,502 shares in the last quarter. Forum Financial Management LP raised its position in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 7.8% in the second quarter. Forum Financial Management LP now owns 356,999 shares of the company’s stock worth $11,945,000 after acquiring an additional 25,961 shares during the period. Finally, Merriman Wealth Management LLC boosted its stake in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 6.1% during the 2nd quarter. Merriman Wealth Management LLC now owns 267,111 shares of the company’s stock worth $8,938,000 after acquiring an additional 15,347 shares in the last quarter.

Dimensional Emerging Markets Sustainability Core 1 ETF Stock Down 0.5 %

Shares of Dimensional Emerging Markets Sustainability Core 1 ETF stock opened at $35.09 on Tuesday. The firm has a market cap of $270.20 million, a PE ratio of 12.45 and a beta of 0.87. Dimensional Emerging Markets Sustainability Core 1 ETF has a twelve month low of $28.07 and a twelve month high of $37.40. The business has a 50-day moving average price of $34.49 and a 200 day moving average price of $33.66.

Dimensional Emerging Markets Sustainability Core 1 ETF Company Profile

The Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) 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 emerging market equities across all market-caps with perceived high profitability and positive sustainability characteristics.