Advisory Services & Investments LLC Makes New Investment in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Advisory Services & Investments LLC bought a new position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 61,308 shares of the company’s stock, valued at approximately $2,110,000. Dimensional US Sustainability Core 1 ETF makes up about 1.5% of Advisory Services & Investments LLC’s investment portfolio, making the stock its 15th largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of DFSU. Kestra Advisory Services LLC increased its holdings in Dimensional US Sustainability Core 1 ETF by 5.8% in the 3rd quarter. Kestra Advisory Services LLC now owns 10,537 shares of the company’s stock worth $292,000 after purchasing an additional 575 shares in the last quarter. Belpointe Asset Management LLC increased its holdings in Dimensional US Sustainability Core 1 ETF by 36.6% in the 3rd quarter. Belpointe Asset Management LLC now owns 13,166 shares of the company’s stock worth $365,000 after purchasing an additional 3,526 shares in the last quarter. Orion Capital Management LLC increased its holdings in Dimensional US Sustainability Core 1 ETF by 100.7% in the 3rd quarter. Orion Capital Management LLC now owns 29,595 shares of the company’s stock worth $821,000 after purchasing an additional 14,850 shares in the last quarter. Willow Creek Wealth Management Inc. increased its holdings in Dimensional US Sustainability Core 1 ETF by 8.3% in the 3rd quarter. Willow Creek Wealth Management Inc. now owns 61,078 shares of the company’s stock worth $1,695,000 after purchasing an additional 4,675 shares in the last quarter. Finally, Carlson Capital Management grew its position in shares of Dimensional US Sustainability Core 1 ETF by 73.9% in the 3rd quarter. Carlson Capital Management now owns 26,740 shares of the company’s stock valued at $742,000 after buying an additional 11,364 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Trading Down 0.1 %

NYSEARCA DFSU opened at $34.86 on Monday. The business’s 50-day moving average price is $34.08 and its two-hundred day moving average price is $33.01. Dimensional US Sustainability Core 1 ETF has a 12 month low of $26.31 and a 12 month high of $35.18. The firm has a market capitalization of $972.59 million, a PE ratio of 22.03 and a beta of 1.06.

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.