Planning Center Inc. Reduces Stock Holdings in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Planning Center Inc. trimmed its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 197,060 shares of the company’s stock after selling 5,285 shares during the quarter. Dimensional International Sustainability Core 1 ETF accounts for about 0.8% of Planning Center Inc.’s investment portfolio, making the stock its 19th biggest position. Planning Center Inc. owned approximately 1.56% of Dimensional International Sustainability Core 1 ETF worth $6,473,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. McClarren Financial Advisors Inc. raised its position in shares of Dimensional International Sustainability Core 1 ETF by 5,641.5% in the 3rd quarter. McClarren Financial Advisors Inc. now owns 3,732 shares of the company’s stock valued at $133,000 after purchasing an additional 3,667 shares in the last quarter. Foster Group Inc. bought a new position in shares of Dimensional International Sustainability Core 1 ETF during the third quarter worth about $200,000. Caprock Group LLC acquired a new position in Dimensional International Sustainability Core 1 ETF in the third quarter worth about $230,000. Envision Financial Planning LLC bought a new stake in Dimensional International Sustainability Core 1 ETF in the third quarter valued at about $244,000. Finally, Monument Group Wealth Advisors LLC raised its stake in Dimensional International Sustainability Core 1 ETF by 21.1% during the fourth quarter. Monument Group Wealth Advisors LLC now owns 7,428 shares of the company’s stock valued at $244,000 after buying an additional 1,293 shares in the last quarter.

Dimensional International Sustainability Core 1 ETF Trading Down 0.1 %

Shares of DFSI opened at $34.18 on Wednesday. Dimensional International Sustainability Core 1 ETF has a 52 week low of $31.22 and a 52 week high of $36.20. The firm has a market cap of $430.67 million, a price-to-earnings ratio of 16.36 and a beta of 0.85. The stock has a 50 day moving average of $33.45 and a 200-day moving average of $34.03.

Dimensional International Sustainability Core 1 ETF 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.