Retirement Solution LLC Has $229.32 Million Stake in Dimensional US Sustainability Core 1 ETF $DFSU

Retirement Solution LLC trimmed its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 0.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,399,322 shares of the company’s stock after selling 44,352 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up about 54.7% of Retirement Solution LLC’s investment portfolio, making the stock its biggest position. Retirement Solution LLC owned 13.04% of Dimensional US Sustainability Core 1 ETF worth $229,323,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. AWM Capital LLC increased its position in Dimensional US Sustainability Core 1 ETF by 29.7% in the 3rd quarter. AWM Capital LLC now owns 2,929,787 shares of the company’s stock valued at $124,436,000 after acquiring an additional 670,777 shares in the last quarter. Five Oceans Advisors grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 223.5% during the third quarter. Five Oceans Advisors now owns 375,471 shares of the company’s stock valued at $15,947,000 after purchasing an additional 259,411 shares during the last quarter. Miracle Mile Advisors LLC acquired a new stake in shares of Dimensional US Sustainability Core 1 ETF in the third quarter valued at approximately $5,974,000. TCI Wealth Advisors Inc. raised its position in Dimensional US Sustainability Core 1 ETF by 155.2% in the 3rd quarter. TCI Wealth Advisors Inc. now owns 204,205 shares of the company’s stock worth $8,673,000 after purchasing an additional 124,191 shares during the last quarter. Finally, Foster Group Inc. raised its position in Dimensional US Sustainability Core 1 ETF by 703.2% in the 3rd quarter. Foster Group Inc. now owns 111,696 shares of the company’s stock worth $4,744,000 after purchasing an additional 97,789 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Performance

Shares of DFSU opened at $44.05 on Monday. The business’s fifty day moving average price is $43.78 and its two-hundred day moving average price is $42.45. The firm has a market capitalization of $1.92 billion, a price-to-earnings ratio of 21.88 and a beta of 1.08. Dimensional US Sustainability Core 1 ETF has a 52 week low of $30.89 and a 52 week high of $44.57.

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.