Simplicity Wealth LLC Sells 21,253 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Simplicity Wealth LLC trimmed its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 6.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 297,206 shares of the company’s stock after selling 21,253 shares during the period. Dimensional US Sustainability Core 1 ETF comprises about 0.7% of Simplicity Wealth LLC’s investment portfolio, making the stock its 26th biggest position. Simplicity Wealth LLC owned about 0.65% of Dimensional US Sustainability Core 1 ETF worth $12,212,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC lifted its holdings in Dimensional US Sustainability Core 1 ETF by 20.9% in the 4th quarter. Brighton Jones LLC now owns 114,222 shares of the company’s stock worth $4,329,000 after purchasing an additional 19,781 shares in the last quarter. Jane Street Group LLC boosted its stake in Dimensional US Sustainability Core 1 ETF by 9.2% in the 1st quarter. Jane Street Group LLC now owns 26,506 shares of the company’s stock worth $949,000 after purchasing an additional 2,233 shares during the period. JPMorgan Chase & Co. grew its holdings in 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 valued at $266,000 after buying an additional 327 shares in the last quarter. Brown Advisory Inc. purchased a new stake in Dimensional US Sustainability Core 1 ETF during the 2nd quarter valued at approximately $329,000. Finally, Qube Research & Technologies Ltd bought a new stake in shares of Dimensional US Sustainability Core 1 ETF during the second quarter valued at approximately $62,000.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of DFSU stock traded up $0.25 during mid-day trading on Friday, hitting $47.43. The company had a trading volume of 54,521 shares, compared to its average volume of 98,299. The company has a market capitalization of $2.25 billion, a P/E ratio of 21.88 and a beta of 1.04. The stock’s 50 day moving average price is $46.20 and its 200-day moving average price is $44.37. Dimensional US Sustainability Core 1 ETF has a 52-week low of $39.19 and a 52-week high of $47.49.

About Dimensional US Sustainability Core 1 ETF

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.