Quantum Financial Advisors LLC Has $110.96 Million Holdings in Dimensional US Sustainability Core 1 ETF $DFSU

Quantum Financial Advisors LLC lowered its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 0.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 2,379,557 shares of the company’s stock after selling 22,007 shares during the quarter. Dimensional US Sustainability Core 1 ETF accounts for approximately 9.7% of Quantum Financial Advisors LLC’s portfolio, making the stock its 3rd biggest position. Quantum Financial Advisors LLC owned 0.05% of Dimensional US Sustainability Core 1 ETF worth $110,959,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Robinson Smith Wealth Advisors LLC grew its holdings 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 valued at $270,000 after acquiring an additional 290 shares in the last quarter. Rehmann Capital Advisory Group lifted its holdings in Dimensional US Sustainability Core 1 ETF by 1.1% during the fourth 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 during the period. Glass Jacobson Investment Advisors llc boosted its position in Dimensional US Sustainability Core 1 ETF by 4.4% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 7,234 shares of the company’s stock worth $314,000 after purchasing an additional 302 shares during the last quarter. Towneley Capital Management Inc DE boosted its position in Dimensional US Sustainability Core 1 ETF by 3.7% in the fourth quarter. Towneley Capital Management Inc DE now owns 8,919 shares of the company’s stock worth $387,000 after purchasing an additional 318 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in Dimensional US Sustainability Core 1 ETF by 5.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 6,767 shares of the company’s stock valued at $266,000 after purchasing an additional 327 shares during the period.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of NYSEARCA:DFSU opened at $48.86 on Friday. Dimensional US Sustainability Core 1 ETF has a 1 year low of $39.73 and a 1 year high of $48.89. The company has a market capitalization of $2.36 billion, a PE ratio of 21.88 and a beta of 1.03. The business has a fifty day moving average price of $46.83 and a two-hundred day moving average price of $44.83.

Dimensional US Sustainability Core 1 ETF Profile

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.