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

Trellis Wealth Advisors LLC grew its position in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) by 5.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,066 shares of the company’s stock after buying an additional 868 shares during the period. Dimensional Emerging Markets Sustainability Core 1 ETF accounts for approximately 0.3% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest position. Trellis Wealth Advisors LLC’s holdings in Dimensional Emerging Markets Sustainability Core 1 ETF were worth $604,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Elser Financial Planning Inc acquired a new stake in Dimensional Emerging Markets Sustainability Core 1 ETF during the second quarter worth $3,120,000. AWM Capital LLC increased its position in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 20.9% during the 1st quarter. AWM Capital LLC now owns 536,446 shares of the company’s stock worth $17,274,000 after purchasing an additional 92,848 shares during the last quarter. Retirement Solution LLC raised its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF by 75.4% in the 2nd quarter. Retirement Solution LLC now owns 214,084 shares of the company’s stock valued at $7,163,000 after buying an additional 92,033 shares during the period. OLD Mission Capital LLC raised its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF by 155.2% in the 1st quarter. OLD Mission Capital LLC now owns 133,030 shares of the company’s stock valued at $4,284,000 after buying an additional 80,902 shares during the period. Finally, Cardinal Point Capital Management ULC acquired a new position in Dimensional Emerging Markets Sustainability Core 1 ETF in the second quarter valued at about $923,000.

Dimensional Emerging Markets Sustainability Core 1 ETF Price Performance

Shares of DFSE opened at $35.09 on Tuesday. The firm has a 50-day simple moving average of $34.49 and a two-hundred day simple moving average of $33.66. The stock 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 1-year low of $28.07 and a 1-year high of $37.40.

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.