Forum Financial Management LP Purchases 15,127 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Forum Financial Management LP boosted its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 3.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 431,131 shares of the company’s stock after buying an additional 15,127 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up about 0.3% of Forum Financial Management LP’s portfolio, making the stock its 28th largest position. Forum Financial Management LP’s holdings in Dimensional US Sustainability Core 1 ETF were worth $18,311,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Qube Research & Technologies Ltd bought a new stake in shares of Dimensional US Sustainability Core 1 ETF during the 2nd quarter valued at $62,000. Parkworth Wealth Management Inc. increased its stake in shares of Dimensional US Sustainability Core 1 ETF by 48.0% in the 2nd quarter. Parkworth Wealth Management Inc. now owns 3,255 shares of the company’s stock valued at $128,000 after acquiring an additional 1,056 shares during the last quarter. Curio Wealth LLC raised its position in shares of Dimensional US Sustainability Core 1 ETF by 117,100.0% in the 2nd quarter. Curio Wealth LLC now owns 4,688 shares of the company’s stock valued at $184,000 after acquiring an additional 4,684 shares during the period. Rockwood Wealth Management LLC bought a new position in Dimensional US Sustainability Core 1 ETF during the 2nd quarter worth approximately $205,000. Finally, BWM Planning LLC acquired a new position in Dimensional US Sustainability Core 1 ETF during the second quarter valued at approximately $215,000.

Dimensional US Sustainability Core 1 ETF Stock Performance

DFSU opened at $44.41 on Friday. Dimensional US Sustainability Core 1 ETF has a twelve month low of $30.89 and a twelve month high of $44.51. The firm’s fifty day moving average is $43.26 and its two-hundred day moving average is $41.94. The firm has a market cap of $1.91 billion, a PE ratio of 21.88 and a beta of 1.08.

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.