Corient Private Wealth LLC Lowers Stock Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Corient Private Wealth LLC trimmed its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 192,474 shares of the company’s stock after selling 10,185 shares during the quarter. Corient Private Wealth LLC owned approximately 0.69% of Dimensional US Sustainability Core 1 ETF worth $7,295,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of DFSU. Modera Wealth Management LLC boosted its position in Dimensional US Sustainability Core 1 ETF by 0.9% during the 4th quarter. Modera Wealth Management LLC now owns 38,862 shares of the company’s stock valued at $1,473,000 after acquiring an additional 363 shares in the last quarter. McClarren Financial Advisors Inc. lifted its stake in shares of Dimensional US Sustainability Core 1 ETF by 8.9% during the 4th quarter. McClarren Financial Advisors Inc. now owns 4,584 shares of the company’s stock worth $174,000 after purchasing an additional 373 shares during the last quarter. IFP Advisors Inc grew its stake in Dimensional US Sustainability Core 1 ETF by 25.6% in the fourth quarter. IFP Advisors Inc now owns 1,965 shares of the company’s stock valued at $74,000 after purchasing an additional 400 shares during the last quarter. RW Investment Management LLC grew its stake in Dimensional US Sustainability Core 1 ETF by 0.8% in the third quarter. RW Investment Management LLC now owns 53,660 shares of the company’s stock valued at $1,995,000 after purchasing an additional 411 shares during the last quarter. Finally, Avior Wealth Management LLC raised its holdings in Dimensional US Sustainability Core 1 ETF by 169.0% in the third quarter. Avior Wealth Management LLC now owns 807 shares of the company’s stock worth $30,000 after purchasing an additional 507 shares in the last quarter.

Dimensional US Sustainability Core 1 ETF Stock Performance

NYSEARCA:DFSU opened at $36.31 on Friday. The company’s 50-day simple moving average is $38.22 and its 200-day simple moving average is $37.99. Dimensional US Sustainability Core 1 ETF has a fifty-two week low of $32.16 and a fifty-two week high of $39.90. The stock has a market capitalization of $1.35 billion, a P/E ratio of 22.00 and a beta of 1.10.

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.