Dimensional US Sustainability Core 1 ETF $DFSU Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC trimmed its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 6.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 297,206 shares of the company’s stock after selling 21,253 shares during the quarter. Dimensional US Sustainability Core 1 ETF comprises approximately 0.7% of Simplicity Wealth LLC’s portfolio, making the stock its 26th largest holding. Simplicity Wealth LLC’s holdings in Dimensional US Sustainability Core 1 ETF were worth $12,212,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Brighton Jones LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 20.9% in the fourth quarter. Brighton Jones LLC now owns 114,222 shares of the company’s stock valued at $4,329,000 after purchasing an additional 19,781 shares during the last quarter. Jane Street Group LLC raised its holdings in shares of Dimensional US Sustainability Core 1 ETF by 9.2% during the 1st quarter. Jane Street Group LLC now owns 26,506 shares of the company’s stock worth $949,000 after acquiring an additional 2,233 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of Dimensional US Sustainability Core 1 ETF by 5.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 6,767 shares of the company’s stock worth $266,000 after acquiring an additional 327 shares during the period. Brown Advisory Inc. acquired a new position in shares of Dimensional US Sustainability Core 1 ETF during the 2nd quarter valued at about $329,000. Finally, Qube Research & Technologies Ltd purchased a new stake in shares of Dimensional US Sustainability Core 1 ETF in the second quarter valued at about $62,000.

Dimensional US Sustainability Core 1 ETF Trading Up 0.5%

Dimensional US Sustainability Core 1 ETF stock traded up $0.25 during midday trading on Friday, hitting $47.43. 54,521 shares of the stock were exchanged, compared to its average volume of 98,299. The stock’s 50-day simple moving average is $46.20 and its 200 day simple moving average is $44.37. Dimensional US Sustainability Core 1 ETF has a fifty-two week low of $39.19 and a fifty-two week high of $47.49. The stock has a market capitalization of $2.25 billion, a price-to-earnings ratio of 21.88 and a beta of 1.04.

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.