Henrickson Nauta Wealth Advisors Inc. Boosts Stake in Dimensional US Sustainability Core 1 ETF $DFSU

Henrickson Nauta Wealth Advisors Inc. lifted its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 108.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 53,866 shares of the company’s stock after acquiring an additional 28,023 shares during the quarter. Dimensional US Sustainability Core 1 ETF accounts for about 0.4% of Henrickson Nauta Wealth Advisors Inc.’s investment portfolio, making the stock its 24th biggest position. Henrickson Nauta Wealth Advisors Inc.’s holdings in Dimensional US Sustainability Core 1 ETF were worth $2,387,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of Dimensional US Sustainability Core 1 ETF by 20.9% during the 4th quarter. Brighton Jones LLC now owns 114,222 shares of the company’s stock valued at $4,329,000 after buying an additional 19,781 shares during the last quarter. Jane Street Group LLC grew its stake in Dimensional US Sustainability Core 1 ETF by 9.2% in the first 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 in the last quarter. Creative Planning grew its stake in Dimensional US Sustainability Core 1 ETF by 1.8% in the second quarter. Creative Planning now owns 16,537 shares of the company’s stock worth $649,000 after purchasing an additional 291 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in Dimensional US Sustainability Core 1 ETF by 5.1% in the second quarter. JPMorgan Chase & Co. now owns 6,767 shares of the company’s stock valued at $266,000 after buying an additional 327 shares during the last quarter. Finally, Quadcap Wealth Management LLC bought a new stake in Dimensional US Sustainability Core 1 ETF in the second quarter valued at about $281,000.

Dimensional US Sustainability Core 1 ETF Stock Down 1.4%

Shares of NYSEARCA DFSU opened at $40.79 on Friday. The stock’s 50 day moving average price is $43.48 and its two-hundred day moving average price is $43.06. Dimensional US Sustainability Core 1 ETF has a 52-week low of $30.89 and a 52-week high of $44.57. The stock has a market capitalization of $1.78 billion, a P/E ratio of 21.88 and a beta of 1.08.

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.