Root Financial Partners LLC Buys 11,204 Shares of Dimensional International Sustainability Core 1 ETF $DFSI

Root Financial Partners LLC lifted its stake in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 64.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,590 shares of the company’s stock after purchasing an additional 11,204 shares during the period. Root Financial Partners LLC owned approximately 0.12% of Dimensional International Sustainability Core 1 ETF worth $1,212,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Ruedi Wealth Management Inc. increased its holdings in shares of Dimensional International Sustainability Core 1 ETF by 3.0% in the fourth quarter. Ruedi Wealth Management Inc. now owns 7,591 shares of the company’s stock valued at $325,000 after purchasing an additional 224 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Dimensional International Sustainability Core 1 ETF by 9.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,303 shares of the company’s stock worth $130,000 after buying an additional 287 shares in the last quarter. Rockbridge Investment Management LCC lifted its holdings in Dimensional International Sustainability Core 1 ETF by 0.4% during the 4th quarter. Rockbridge Investment Management LCC now owns 69,148 shares of the company’s stock worth $2,963,000 after buying an additional 295 shares in the last quarter. Joel Adams & Associates Inc. boosted its position in Dimensional International Sustainability Core 1 ETF by 3.9% in the 4th quarter. Joel Adams & Associates Inc. now owns 8,193 shares of the company’s stock valued at $351,000 after buying an additional 306 shares during the last quarter. Finally, Penobscot Wealth Management boosted its position in Dimensional International Sustainability Core 1 ETF by 4.1% in the 1st quarter. Penobscot Wealth Management now owns 8,070 shares of the company’s stock valued at $342,000 after buying an additional 321 shares during the last quarter.

Dimensional International Sustainability Core 1 ETF Stock Performance

NYSEARCA DFSI opened at $45.03 on Thursday. The stock has a fifty day moving average of $45.11 and a 200-day moving average of $44.44. The stock has a market capitalization of $1.10 billion, a P/E ratio of 16.91 and a beta of 0.72. Dimensional International Sustainability Core 1 ETF has a 52 week low of $38.45 and a 52 week high of $47.87.

About Dimensional International Sustainability Core 1 ETF

The Dimensional International Sustainability Core 1 ETF (DFSI) is an exchange-traded fund that is based on the MSCI World ex USA IMI index. The fund is an actively managed ETF that aims to invest in a portfolio of non-US developed market equities across all market-caps with perceived high profitability and positive sustainability characteristics. DFSI was launched on Nov 1, 2022 and is managed by Dimensional.