Delap Wealth Advisory LLC Has $1.75 Million Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Delap Wealth Advisory LLC grew its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 32.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 46,232 shares of the company’s stock after buying an additional 11,404 shares during the period. Dimensional US Sustainability Core 1 ETF makes up approximately 1.0% of Delap Wealth Advisory LLC’s holdings, making the stock its 25th biggest position. Delap Wealth Advisory LLC owned about 0.17% of Dimensional US Sustainability Core 1 ETF worth $1,752,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Private Advisor Group LLC grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 4.6% in the 3rd quarter. Private Advisor Group LLC now owns 53,521 shares of the company’s stock valued at $1,990,000 after purchasing an additional 2,339 shares during the period. North Ridge Wealth Advisors Inc. grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 98.5% in the 3rd quarter. North Ridge Wealth Advisors Inc. now owns 27,580 shares of the company’s stock valued at $1,025,000 after purchasing an additional 13,687 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 13.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 404,096 shares of the company’s stock valued at $15,024,000 after purchasing an additional 47,054 shares during the period. TCI Wealth Advisors Inc. grew its stake in shares of Dimensional US Sustainability Core 1 ETF by 65.0% in the 3rd quarter. TCI Wealth Advisors Inc. now owns 43,793 shares of the company’s stock valued at $1,628,000 after purchasing an additional 17,256 shares during the period. Finally, Geometric Wealth Advisors bought a new stake in shares of Dimensional US Sustainability Core 1 ETF in the 3rd quarter valued at approximately $411,000.

Dimensional US Sustainability Core 1 ETF Trading Down 2.1 %

DFSU stock opened at $38.53 on Friday. The firm has a market cap of $1.07 billion, a P/E ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a 1-year low of $32.16 and a 1-year high of $39.90. The business’s 50 day moving average is $38.76 and its 200-day moving average is $37.83.

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.