Forum Financial Management LP Sells 20,730 Shares of Dimensional Emerging Markets Sustainability Core 1 ETF $DFSE

Forum Financial Management LP cut its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) by 5.2% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 374,559 shares of the company’s stock after selling 20,730 shares during the period. Dimensional Emerging Markets Sustainability Core 1 ETF makes up approximately 0.2% of Forum Financial Management LP’s investment portfolio, making the stock its 27th largest position. Forum Financial Management LP’s holdings in Dimensional Emerging Markets Sustainability Core 1 ETF were worth $15,870,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Smartleaf Asset Management LLC raised its stake in Dimensional Emerging Markets Sustainability Core 1 ETF by 346.6% in the 2nd quarter. Smartleaf Asset Management LLC now owns 777 shares of the company’s stock worth $29,000 after purchasing an additional 603 shares in the last quarter. Larson Financial Group LLC acquired a new position in shares of Dimensional Emerging Markets Sustainability Core 1 ETF during the 4th quarter worth approximately $59,000. Kestra Advisory Services LLC acquired a new position in shares of Dimensional Emerging Markets Sustainability Core 1 ETF during the 4th quarter worth approximately $77,000. Cardiff Park Advisors LLC increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 63.2% during the fourth quarter. Cardiff Park Advisors LLC now owns 2,250 shares of the company’s stock worth $93,000 after purchasing an additional 871 shares during the period. Finally, WPWealth LLP bought a new position in shares of Dimensional Emerging Markets Sustainability Core 1 ETF during the fourth quarter worth approximately $201,000.

Dimensional Emerging Markets Sustainability Core 1 ETF Trading Up 0.4%

NYSEARCA DFSE opened at $48.19 on Tuesday. Dimensional Emerging Markets Sustainability Core 1 ETF has a 1-year low of $37.30 and a 1-year high of $51.20. The company has a 50 day moving average of $48.60 and a 200-day moving average of $45.30. The company has a market cap of $612.01 million, a price-to-earnings ratio of 15.21 and a beta of 0.82.

Dimensional Emerging Markets Sustainability Core 1 ETF Profile

The Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) 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 emerging market equities across all market-caps with perceived high profitability and positive sustainability characteristics. DFSE was launched on Nov 1, 2022 and is managed by Dimensional.