TCI Wealth Advisors Inc. Boosts Position in Dimensional US Sustainability Core 1 ETF $DFSU

TCI Wealth Advisors Inc. raised its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 5.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 270,992 shares of the company’s stock after acquiring an additional 14,239 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up 0.6% of TCI Wealth Advisors Inc.’s portfolio, making the stock its 25th biggest holding. TCI Wealth Advisors Inc. owned 0.59% of Dimensional US Sustainability Core 1 ETF worth $11,135,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Flagstone Financial Management boosted its position in Dimensional US Sustainability Core 1 ETF by 4.0% in the first quarter. Flagstone Financial Management now owns 53,949 shares of the company’s stock worth $2,217,000 after purchasing an additional 2,056 shares during the last quarter. Private Advisor Group LLC lifted its stake in shares of Dimensional US Sustainability Core 1 ETF by 23.0% in the 1st quarter. Private Advisor Group LLC now owns 53,634 shares of the company’s stock worth $2,204,000 after purchasing an additional 10,035 shares during the period. Financial Plan Inc. lifted its stake in shares of Dimensional US Sustainability Core 1 ETF by 25.9% in the 1st quarter. Financial Plan Inc. now owns 24,326 shares of the company’s stock worth $1,000,000 after purchasing an additional 5,009 shares during the period. Physician Wealth Advisors Inc. boosted its holdings in shares of Dimensional US Sustainability Core 1 ETF by 2.5% in the first quarter. Physician Wealth Advisors Inc. now owns 31,383 shares of the company’s stock worth $1,290,000 after buying an additional 765 shares during the last quarter. Finally, Root Financial Partners LLC grew its position in Dimensional US Sustainability Core 1 ETF by 102.9% during the first quarter. Root Financial Partners LLC now owns 114,109 shares of the company’s stock valued at $4,689,000 after buying an additional 57,862 shares during the period.

Dimensional US Sustainability Core 1 ETF Stock Performance

Shares of DFSU stock opened at $46.93 on Friday. Dimensional US Sustainability Core 1 ETF has a 12 month low of $39.19 and a 12 month high of $47.18. The stock has a market cap of $2.26 billion, a P/E ratio of 21.88 and a beta of 1.04. The company has a 50 day simple moving average of $45.96 and a two-hundred day simple moving average of $44.23.

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.