Simplicity Wealth LLC Buys 223,045 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Simplicity Wealth LLC grew its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 233.8% during the fourth quarter, Holdings Channel reports. The firm owned 318,459 shares of the company’s stock after purchasing an additional 223,045 shares during the period. Dimensional US Sustainability Core 1 ETF makes up approximately 0.8% of Simplicity Wealth LLC’s portfolio, making the stock its 18th largest position. Simplicity Wealth LLC’s holdings in Dimensional US Sustainability Core 1 ETF were worth $13,831,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Citrine Capital LLC lifted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 8.8% in the third quarter. Citrine Capital LLC now owns 1,178,149 shares of the company’s stock valued at $50,039,000 after purchasing an additional 95,145 shares in the last quarter. Greenspring Advisors LLC bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the third quarter valued at approximately $542,000. Five Oceans Advisors lifted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 223.5% in the third quarter. Five Oceans Advisors now owns 375,471 shares of the company’s stock valued at $15,947,000 after purchasing an additional 259,411 shares in the last quarter. Pure Financial Advisors LLC lifted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 22.0% in the third quarter. Pure Financial Advisors LLC now owns 324,723 shares of the company’s stock valued at $13,792,000 after purchasing an additional 58,631 shares in the last quarter. Finally, Sequoia Financial Advisors LLC lifted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 103.9% in the third quarter. Sequoia Financial Advisors LLC now owns 162,052 shares of the company’s stock valued at $6,883,000 after purchasing an additional 82,573 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Down 0.7%

DFSU stock opened at $44.68 on Wednesday. Dimensional US Sustainability Core 1 ETF has a twelve month low of $34.54 and a twelve month high of $45.15. The stock’s 50 day moving average is $42.84 and its 200-day moving average is $43.19. The firm has a market capitalization of $2.05 billion, a PE ratio of 21.88 and a beta of 1.08.

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.