Heritage Financial Services LLC Boosts Holdings in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Heritage Financial Services LLC lifted its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 7.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 177,696 shares of the company’s stock after purchasing an additional 11,828 shares during the period. Dimensional International Sustainability Core 1 ETF comprises about 0.8% of Heritage Financial Services LLC’s investment portfolio, making the stock its 12th biggest position. Heritage Financial Services LLC’s holdings in Dimensional International Sustainability Core 1 ETF were worth $5,837,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. NewEdge Advisors LLC increased its stake in Dimensional International Sustainability Core 1 ETF by 9.0% in the 2nd quarter. NewEdge Advisors LLC now owns 89,249 shares of the company’s stock worth $2,940,000 after purchasing an additional 7,383 shares during the period. Meritas Wealth Management LLC purchased a new position in shares of Dimensional International Sustainability Core 1 ETF in the third quarter worth $320,000. Apella Capital LLC boosted its position in Dimensional International Sustainability Core 1 ETF by 19.5% during the 3rd quarter. Apella Capital LLC now owns 102,077 shares of the company’s stock valued at $3,599,000 after buying an additional 16,665 shares during the period. Abacus Wealth Partners LLC grew its holdings in Dimensional International Sustainability Core 1 ETF by 7.9% in the 3rd quarter. Abacus Wealth Partners LLC now owns 497,482 shares of the company’s stock worth $17,778,000 after acquiring an additional 36,283 shares during the last quarter. Finally, Quantum Financial Advisors LLC raised its stake in shares of Dimensional International Sustainability Core 1 ETF by 4.2% during the third quarter. Quantum Financial Advisors LLC now owns 944,996 shares of the company’s stock valued at $33,770,000 after acquiring an additional 37,955 shares during the last quarter.

Dimensional International Sustainability Core 1 ETF Trading Up 0.8 %

Dimensional International Sustainability Core 1 ETF stock opened at $34.54 on Friday. The firm has a 50-day moving average of $33.50 and a 200-day moving average of $34.03. The firm has a market cap of $435.20 million, a P/E ratio of 16.36 and a beta of 0.85. Dimensional International Sustainability Core 1 ETF has a 1-year low of $31.22 and a 1-year high of $36.20.

Dimensional International Sustainability Core 1 ETF Company Profile

The Dimensional International Sustainability Core 1 ETF (DFSI) is an exchange-traded fund that is based on the MSCI World ex USA IMI index. The fund is an actively managed ETF that aims to invest in a portfolio of non-US developed market equities across all market-caps with perceived high profitability and positive sustainability characteristics.