Rockbridge Investment Management LCC lifted its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 87.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 127,089 shares of the company’s stock after acquiring an additional 59,305 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up approximately 0.5% of Rockbridge Investment Management LCC’s portfolio, making the stock its 26th biggest position. Rockbridge Investment Management LCC owned 0.31% of Dimensional US Sustainability Core 1 ETF worth $5,398,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also bought and sold shares of DFSU. Retirement Solution LLC raised its position in Dimensional US Sustainability Core 1 ETF by 0.3% in the second quarter. Retirement Solution LLC now owns 5,443,674 shares of the company’s stock valued at $213,664,000 after purchasing an additional 18,094 shares during the last quarter. AWM Capital LLC raised its holdings in Dimensional US Sustainability Core 1 ETF by 29.7% in the 3rd quarter. AWM Capital LLC now owns 2,929,787 shares of the company’s stock valued at $124,436,000 after buying an additional 670,777 shares during the last quarter. Abacus Wealth Partners LLC raised its holdings in Dimensional US Sustainability Core 1 ETF by 0.7% in the 3rd quarter. Abacus Wealth Partners LLC now owns 1,242,986 shares of the company’s stock valued at $52,793,000 after buying an additional 8,558 shares during the last quarter. Citrine Capital LLC boosted 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 buying an additional 95,145 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its position in Dimensional US Sustainability Core 1 ETF by 15.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 470,365 shares of the company’s stock worth $19,995,000 after buying an additional 62,559 shares during the period.
Dimensional US Sustainability Core 1 ETF Stock Performance
Shares of NYSEARCA DFSU opened at $43.67 on Monday. The firm has a 50 day moving average price of $43.96 and a two-hundred day moving average price of $42.95. The stock has a market cap of $1.91 billion, a P/E ratio of 21.88 and a beta of 1.08. Dimensional US Sustainability Core 1 ETF has a 52-week low of $30.89 and a 52-week high of $44.57.
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.
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