Forum Financial Management LP Has $18.31 Million Stake in Dimensional US Sustainability Core 1 ETF $DFSU

by · The Cerbat Gem

Forum Financial Management LP raised its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 431,131 shares of the company’s stock after purchasing an additional 15,127 shares during the quarter. Dimensional US Sustainability Core 1 ETF makes up about 0.3% of Forum Financial Management LP’s investment portfolio, making the stock its 28th largest position. Forum Financial Management LP owned approximately 1.05% of Dimensional US Sustainability Core 1 ETF worth $18,311,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Maseco LLP bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the second quarter valued at about $72,238,000. Abacus Wealth Partners LLC increased its position in Dimensional US Sustainability Core 1 ETF by 27.0% in the 2nd quarter. Abacus Wealth Partners LLC now owns 1,234,428 shares of the company’s stock valued at $48,451,000 after acquiring an additional 262,223 shares in the last quarter. Five Oceans Advisors increased its position in Dimensional US Sustainability Core 1 ETF by 223.5% in the 3rd quarter. Five Oceans Advisors now owns 375,471 shares of the company’s stock valued at $15,947,000 after acquiring an additional 259,411 shares in the last quarter. Elser Financial Planning Inc bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the second quarter worth about $8,157,000. Finally, Elevation Wealth Partners LLC raised its stake in shares of Dimensional US Sustainability Core 1 ETF by 2,698.3% in the second quarter. Elevation Wealth Partners LLC now owns 145,904 shares of the company’s stock worth $5,727,000 after acquiring an additional 140,690 shares during the last quarter.

Dimensional US Sustainability Core 1 ETF Price Performance

DFSU opened at $44.41 on Friday. Dimensional US Sustainability Core 1 ETF has a one year low of $30.89 and a one year high of $44.51. The company’s 50 day simple moving average is $43.26 and its 200-day simple moving average is $41.94. The stock has a market capitalization of $1.91 billion, a P/E ratio of 21.88 and a beta of 1.08.

Dimensional US Sustainability Core 1 ETF Company Profile

(Free Report)

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.

Featured Stories