Level Financial Advisors boosted its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 23.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 58,485 shares of the company’s stock after acquiring an additional 11,144 shares during the period. Dimensional US Sustainability Core 1 ETF accounts for about 0.8% of Level Financial Advisors’ portfolio, making the stock its 28th largest holding. Level Financial Advisors owned approximately 0.21% of Dimensional US Sustainability Core 1 ETF worth $2,217,000 at the end of the most recent quarter.
Several other hedge funds also recently added to or reduced their stakes in the business. Avior Wealth Management LLC lifted its stake in shares of Dimensional US Sustainability Core 1 ETF by 169.0% in the 3rd quarter. Avior Wealth Management LLC now owns 807 shares of the company’s stock valued at $30,000 after purchasing an additional 507 shares during the last quarter. McClarren Financial Advisors Inc. increased its position in shares of Dimensional US Sustainability Core 1 ETF by 12,285.3% during the 3rd quarter. McClarren Financial Advisors Inc. now owns 4,211 shares of the company’s stock worth $156,000 after purchasing an additional 4,177 shares during the last quarter. ZRC Wealth Management LLC raised its holdings in Dimensional US Sustainability Core 1 ETF by 71.7% in the 3rd quarter. ZRC Wealth Management LLC now owns 5,027 shares of the company’s stock valued at $187,000 after buying an additional 2,099 shares during the period. Trademark Financial Management LLC acquired a new position in Dimensional US Sustainability Core 1 ETF in the third quarter valued at about $208,000. Finally, Boyce & Associates Wealth Consulting Inc. purchased a new position in Dimensional US Sustainability Core 1 ETF during the fourth quarter worth about $251,000.
Dimensional US Sustainability Core 1 ETF Price Performance
Shares of DFSU opened at $38.94 on Tuesday. The firm has a 50-day simple moving average of $38.78 and a two-hundred day simple moving average of $37.33. The stock has a market cap of $1.09 billion, a PE ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a 1-year low of $31.40 and a 1-year high of $39.90.
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.
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