Forum Financial Management LP Purchases 33,882 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Forum Financial Management LP raised its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 7.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 505,265 shares of the company’s stock after acquiring an additional 33,882 shares during the period. Dimensional US Sustainability Core 1 ETF comprises approximately 0.3% of Forum Financial Management LP’s holdings, making the stock its 22nd largest holding. Forum Financial Management LP owned 1.02% of Dimensional US Sustainability Core 1 ETF worth $23,833,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. AWM Capital LLC grew its holdings in shares of Dimensional US Sustainability Core 1 ETF by 10.8% during the 3rd quarter. AWM Capital LLC now owns 3,889,790 shares of the company’s stock worth $183,481,000 after purchasing an additional 377,900 shares in the last quarter. Maseco LLP increased its position in shares of Dimensional US Sustainability Core 1 ETF by 3.6% during the first quarter. Maseco LLP now owns 2,024,355 shares of the company’s stock valued at $83,252,000 after purchasing an additional 70,674 shares during the period. Citrine Capital LLC increased its position in shares of Dimensional US Sustainability Core 1 ETF by 6.8% during the third quarter. Citrine Capital LLC now owns 1,676,440 shares of the company’s stock valued at $79,078,000 after purchasing an additional 107,334 shares during the period. Apella Capital LLC increased its position in shares of Dimensional US Sustainability Core 1 ETF by 28.2% during the third quarter. Apella Capital LLC now owns 524,914 shares of the company’s stock valued at $25,154,000 after purchasing an additional 115,600 shares during the period. Finally, Pure Financial Advisors LLC raised its stake in shares of Dimensional US Sustainability Core 1 ETF by 24.5% in the fourth quarter. Pure Financial Advisors LLC now owns 404,280 shares of the company’s stock valued at $17,558,000 after purchasing an additional 79,557 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of DFSU stock opened at $47.55 on Friday. The stock has a market cap of $2.36 billion, a P/E ratio of 21.88 and a beta of 1.04. Dimensional US Sustainability Core 1 ETF has a one year low of $39.73 and a one year high of $49.21. The stock has a fifty day moving average price of $48.01 and a 200 day moving average price of $46.53.

Dimensional US Sustainability Core 1 ETF Company 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.