Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) is Heritage Financial Services LLC’s 8th Largest Position

Heritage Financial Services LLC lowered its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 1.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 304,817 shares of the company’s stock after selling 5,825 shares during the period. Dimensional US Sustainability Core 1 ETF makes up about 1.5% of Heritage Financial Services LLC’s investment portfolio, making the stock its 8th largest position. Heritage Financial Services LLC owned approximately 1.09% of Dimensional US Sustainability Core 1 ETF worth $11,553,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Jane Street Group LLC increased its stake in Dimensional US Sustainability Core 1 ETF by 141.2% during the 3rd quarter. Jane Street Group LLC now owns 46,577 shares of the company’s stock worth $1,732,000 after buying an additional 27,264 shares during the period. Apella Capital LLC increased its position in shares of Dimensional US Sustainability Core 1 ETF by 14.0% during the third quarter. Apella Capital LLC now owns 132,635 shares of the company’s stock worth $4,885,000 after acquiring an additional 16,252 shares during the last quarter. Stifel Financial Corp lifted its stake in shares of Dimensional US Sustainability Core 1 ETF by 32.1% in the third quarter. Stifel Financial Corp now owns 19,300 shares of the company’s stock worth $718,000 after acquiring an additional 4,691 shares in the last quarter. Meritas Wealth Management LLC boosted its holdings in Dimensional US Sustainability Core 1 ETF by 89.3% in the third quarter. Meritas Wealth Management LLC now owns 13,175 shares of the company’s stock valued at $490,000 after purchasing an additional 6,216 shares during the last quarter. Finally, ZRC Wealth Management LLC grew its stake in Dimensional US Sustainability Core 1 ETF by 71.7% during the 3rd quarter. ZRC Wealth Management LLC now owns 5,027 shares of the company’s stock valued at $187,000 after purchasing an additional 2,099 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Up 0.7 %

DFSU stock opened at $39.46 on Friday. The company has a market capitalization of $1.10 billion, a PE ratio of 22.03 and a beta of 1.06. The stock’s 50 day moving average is $38.82 and its two-hundred day moving average is $37.38. Dimensional US Sustainability Core 1 ETF has a 52-week low of $31.40 and a 52-week high of $39.90.

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.