Dimensional US Sustainability Core 1 ETF $DFSU Shares Purchased by Joel Adams & Associates Inc.

Joel Adams & Associates Inc. increased its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 99.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 47,597 shares of the company’s stock after buying an additional 23,753 shares during the period. Dimensional US Sustainability Core 1 ETF comprises 1.5% of Joel Adams & Associates Inc.’s portfolio, making the stock its 15th largest holding. Joel Adams & Associates Inc. owned 0.10% of Dimensional US Sustainability Core 1 ETF worth $1,956,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in DFSU. Pathstone Holdings LLC lifted its position in shares of Dimensional US Sustainability Core 1 ETF by 84.4% during the 3rd quarter. Pathstone Holdings LLC now owns 625,652 shares of the company’s stock valued at $26,573,000 after acquiring an additional 286,295 shares during the period. Simplicity Wealth LLC grew its holdings in shares of Dimensional US Sustainability Core 1 ETF by 233.8% in the 4th quarter. Simplicity Wealth LLC now owns 318,459 shares of the company’s stock worth $13,831,000 after acquiring an additional 223,045 shares during the period. Mercer Global Advisors Inc. ADV increased its stake in Dimensional US Sustainability Core 1 ETF by 285.0% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 240,084 shares of the company’s stock valued at $10,197,000 after purchasing an additional 177,720 shares in the last quarter. Donalies Financial Planning LLC purchased a new position in Dimensional US Sustainability Core 1 ETF in the 4th quarter valued at approximately $5,870,000. Finally, Wealth Management Strategies Inc. acquired a new position in Dimensional US Sustainability Core 1 ETF during the third quarter worth $5,305,000.

Dimensional US Sustainability Core 1 ETF Stock Performance

DFSU opened at $45.89 on Thursday. The business’s fifty day moving average is $45.68 and its two-hundred day moving average is $44.09. The company has a market cap of $2.11 billion, a price-to-earnings ratio of 21.88 and a beta of 1.04. Dimensional US Sustainability Core 1 ETF has a one year low of $38.46 and a one year high of $47.01.

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.