TCI Wealth Advisors Inc. Acquires 14,239 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

TCI Wealth Advisors Inc. raised its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 5.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 270,992 shares of the company’s stock after buying an additional 14,239 shares during the quarter. Dimensional US Sustainability Core 1 ETF comprises approximately 0.6% of TCI Wealth Advisors Inc.’s holdings, making the stock its 25th largest position. TCI Wealth Advisors Inc.’s holdings in Dimensional US Sustainability Core 1 ETF were worth $11,135,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Dimensional US Sustainability Core 1 ETF by 10.3% during the 4th quarter. Brighton Jones LLC now owns 200,901 shares of the company’s stock valued at $8,725,000 after buying an additional 18,807 shares in the last quarter. ProCore Advisors LLC bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the 4th quarter valued at about $2,374,000. XY Planning Network Inc. grew its position in Dimensional US Sustainability Core 1 ETF by 68.0% in the fourth quarter. XY Planning Network Inc. now owns 46,884 shares of the company’s stock worth $2,036,000 after acquiring an additional 18,977 shares in the last quarter. Northwestern Mutual Wealth Management Co. purchased a new position in Dimensional US Sustainability Core 1 ETF in the fourth quarter worth about $2,057,000. Finally, Perigon Wealth Management LLC increased its stake in Dimensional US Sustainability Core 1 ETF by 55.2% during the fourth quarter. Perigon Wealth Management LLC now owns 65,721 shares of the company’s stock worth $2,854,000 after acquiring an additional 23,383 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Price Performance

Shares of DFSU stock opened at $46.93 on Friday. Dimensional US Sustainability Core 1 ETF has a 1 year low of $39.19 and a 1 year high of $47.18. The stock’s 50 day simple moving average is $45.96 and its two-hundred day simple moving average is $44.23. The company has a market cap of $2.26 billion, a PE ratio of 21.88 and a beta of 1.04.

About Dimensional US Sustainability Core 1 ETF

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.