Root Financial Partners LLC Grows Stake in Dimensional US Sustainability Core 1 ETF $DFSU

Root Financial Partners LLC grew its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 102.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 114,109 shares of the company’s stock after acquiring an additional 57,862 shares during the period. Root Financial Partners LLC’s holdings in Dimensional US Sustainability Core 1 ETF were worth $4,689,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Equita Financial Network Inc. lifted its position in shares of Dimensional US Sustainability Core 1 ETF by 19.5% during the 1st quarter. Equita Financial Network Inc. now owns 119,102 shares of the company’s stock valued at $4,894,000 after buying an additional 19,418 shares during the last quarter. Forum Financial Management LP increased its stake in shares of Dimensional US Sustainability Core 1 ETF by 2.3% in the first quarter. Forum Financial Management LP now owns 449,583 shares of the company’s stock worth $18,473,000 after purchasing an additional 9,930 shares in the last quarter. Citrine Capital LLC raised its holdings in Dimensional US Sustainability Core 1 ETF by 6.9% during the 1st quarter. Citrine Capital LLC now owns 1,379,142 shares of the company’s stock valued at $56,669,000 after acquiring an additional 89,352 shares during the period. Creative Capital Management Investments LLC boosted its stake in Dimensional US Sustainability Core 1 ETF by 152.5% in the 1st quarter. Creative Capital Management Investments LLC now owns 42,571 shares of the company’s stock worth $1,749,000 after purchasing an additional 25,714 shares during the period. Finally, AA Financial Advisors LLC bought a new position in Dimensional US Sustainability Core 1 ETF in the 1st quarter worth about $825,000.

Dimensional US Sustainability Core 1 ETF Stock Up 0.5%

DFSU stock opened at $46.86 on Thursday. The stock has a 50-day simple moving average of $45.87 and a two-hundred day simple moving average of $44.19. Dimensional US Sustainability Core 1 ETF has a twelve month low of $39.19 and a twelve month high of $47.13. The firm has a market capitalization of $2.25 billion, a PE ratio of 21.88 and a beta of 1.04.

Dimensional US Sustainability Core 1 ETF 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.