Heritage Financial Services LLC Sells 1,554 Shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Heritage Financial Services LLC lowered its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 0.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 312,681 shares of the company’s stock after selling 1,554 shares during the quarter. Dimensional US Sustainability Core 1 ETF comprises 1.6% of Heritage Financial Services LLC’s holdings, making the stock its 8th biggest position. Heritage Financial Services LLC owned 1.12% of Dimensional US Sustainability Core 1 ETF worth $10,900,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFSU. Monument Group Wealth Advisors LLC bought a new stake in shares of Dimensional US Sustainability Core 1 ETF in the fourth quarter valued at approximately $363,000. Morling Financial Advisors LLC bought a new stake in shares of Dimensional US Sustainability Core 1 ETF during the 4th quarter valued at $909,000. Retirement Solution Inc. increased its position in shares of Dimensional US Sustainability Core 1 ETF by 1.0% in the fourth quarter. Retirement Solution Inc. now owns 6,175,044 shares of the company’s stock worth $192,229,000 after purchasing an additional 62,450 shares during the period. Addison Advisors LLC raised its stake in Dimensional US Sustainability Core 1 ETF by 271.7% in the fourth quarter. Addison Advisors LLC now owns 50,823 shares of the company’s stock valued at $1,582,000 after purchasing an additional 37,150 shares in the last quarter. Finally, Schwarz Dygos Wheeler Investment Advisors LLC lifted its position in Dimensional US Sustainability Core 1 ETF by 17.9% during the fourth quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 23,309 shares of the company’s stock worth $726,000 after purchasing an additional 3,542 shares during the period.

Dimensional US Sustainability Core 1 ETF Trading Down 0.8 %

DFSU stock traded down $0.30 during mid-day trading on Thursday, hitting $36.00. The stock had a trading volume of 79,100 shares, compared to its average volume of 87,475. The firm has a fifty day simple moving average of $35.20 and a 200 day simple moving average of $34.10. The firm has a market capitalization of $1.00 billion, a P/E ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a 52 week low of $26.31 and a 52 week high of $36.53.

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.