Focus Partners Wealth Has $50 Million Stock Holdings in Dimensional International Sustainability Core 1 ETF $DFSI

Focus Partners Wealth trimmed its position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,166,911 shares of the company’s stock after selling 14,470 shares during the quarter. Focus Partners Wealth owned 5.26% of Dimensional International Sustainability Core 1 ETF worth $49,996,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Clarity Asset Management Inc. acquired a new position in Dimensional International Sustainability Core 1 ETF in the 4th quarter valued at $37,000. Kestra Advisory Services LLC raised its holdings in Dimensional International Sustainability Core 1 ETF by 58.0% in the 4th quarter. Kestra Advisory Services LLC now owns 19,322 shares of the company’s stock valued at $828,000 after acquiring an additional 7,094 shares in the last quarter. Burton Enright Welch acquired a new position in Dimensional International Sustainability Core 1 ETF in the 4th quarter valued at $506,000. Balanced Rock Investment Advisors LLC raised its holdings in Dimensional International Sustainability Core 1 ETF by 1.3% in the 4th quarter. Balanced Rock Investment Advisors LLC now owns 215,035 shares of the company’s stock valued at $9,213,000 after acquiring an additional 2,693 shares in the last quarter. Finally, Timmons Wealth Management LLC acquired a new position in Dimensional International Sustainability Core 1 ETF in the 4th quarter valued at $38,000.

Dimensional International Sustainability Core 1 ETF Price Performance

Shares of NYSEARCA DFSI opened at $45.85 on Tuesday. The stock has a market capitalization of $1.07 billion, a PE ratio of 16.91 and a beta of 0.72. The business has a fifty day moving average price of $44.95 and a two-hundred day moving average price of $44.16. Dimensional International Sustainability Core 1 ETF has a fifty-two week low of $38.17 and a fifty-two week high of $46.81.

Dimensional International Sustainability Core 1 ETF Company Profile

The Dimensional International Sustainability Core 1 ETF (DFSI) is an exchange-traded fund that is based on the MSCI World ex USA IMI index. The fund is an actively managed ETF that aims to invest in a portfolio of non-US developed market equities across all market-caps with perceived high profitability and positive sustainability characteristics. DFSI was launched on Nov 1, 2022 and is managed by Dimensional.