Joel Adams & Associates Inc. Boosts Holdings in Dimensional US Sustainability Core 1 ETF $DFSU

Joel Adams & Associates Inc. boosted its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 99.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 47,597 shares of the company’s stock after acquiring an additional 23,753 shares during the period. Dimensional US Sustainability Core 1 ETF comprises 1.5% of Joel Adams & Associates Inc.’s portfolio, making the stock its 15th largest holding. Joel Adams & Associates Inc.’s holdings in Dimensional US Sustainability Core 1 ETF were worth $1,956,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Nalls Sherbakoff Group LLC purchased a new position in shares of Dimensional US Sustainability Core 1 ETF during the 4th quarter worth approximately $40,000. Larson Financial Group LLC purchased a new stake in Dimensional US Sustainability Core 1 ETF in the 4th quarter valued at approximately $44,000. Qube Research & Technologies Ltd purchased a new stake in Dimensional US Sustainability Core 1 ETF in the 2nd quarter valued at approximately $62,000. Cardiff Park Advisors LLC lifted its stake in Dimensional US Sustainability Core 1 ETF by 26.4% in the 4th quarter. Cardiff Park Advisors LLC now owns 1,624 shares of the company’s stock valued at $71,000 after buying an additional 339 shares in the last quarter. Finally, Royal Bank of Canada grew its holdings in Dimensional US Sustainability Core 1 ETF by 298.2% during the 4th quarter. Royal Bank of Canada now owns 2,047 shares of the company’s stock valued at $89,000 after buying an additional 1,533 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Performance

Dimensional US Sustainability Core 1 ETF stock opened at $45.89 on Thursday. Dimensional US Sustainability Core 1 ETF has a fifty-two week low of $38.46 and a fifty-two week high of $47.01. The company has a market capitalization of $2.11 billion, a price-to-earnings ratio of 21.88 and a beta of 1.04. The stock has a fifty day moving average of $45.68 and a two-hundred day moving average of $44.09.

Dimensional US Sustainability Core 1 ETF Company Profile

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.