Dimensional US Sustainability Core 1 ETF $DFSU Shares Bought by TCI Wealth Advisors Inc.

TCI Wealth Advisors Inc. grew its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 25.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 256,753 shares of the company’s stock after acquiring an additional 52,548 shares during the quarter. Dimensional US Sustainability Core 1 ETF comprises about 0.6% of TCI Wealth Advisors Inc.’s holdings, making the stock its 25th largest position. TCI Wealth Advisors Inc. owned 0.59% of Dimensional US Sustainability Core 1 ETF worth $11,151,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Citrine Capital LLC increased its position in Dimensional US Sustainability Core 1 ETF by 8.8% during the 3rd quarter. Citrine Capital LLC now owns 1,178,149 shares of the company’s stock worth $50,039,000 after purchasing an additional 95,145 shares in the last quarter. Greenspring Advisors LLC acquired a new stake in Dimensional US Sustainability Core 1 ETF during the 3rd quarter worth approximately $542,000. Five Oceans Advisors increased its position in Dimensional US Sustainability Core 1 ETF by 223.5% during the 3rd quarter. Five Oceans Advisors now owns 375,471 shares of the company’s stock worth $15,947,000 after purchasing an additional 259,411 shares in the last quarter. Brighton Jones LLC increased its position in Dimensional US Sustainability Core 1 ETF by 10.3% during the 4th quarter. Brighton Jones LLC now owns 200,901 shares of the company’s stock worth $8,725,000 after purchasing an additional 18,807 shares in the last quarter. Finally, Sequoia Financial Advisors LLC increased its position in Dimensional US Sustainability Core 1 ETF by 103.9% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 162,052 shares of the company’s stock worth $6,883,000 after purchasing an additional 82,573 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Performance

DFSU opened at $44.99 on Monday. The firm has a 50 day moving average price of $42.88 and a 200 day moving average price of $43.23. The company has a market cap of $2.07 billion, a PE ratio of 21.88 and a beta of 1.05. Dimensional US Sustainability Core 1 ETF has a 1 year low of $35.54 and a 1 year high of $45.33.

Dimensional US Sustainability Core 1 ETF Company 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.