Schwarz Dygos Wheeler Investment Advisors LLC Has $1.05 Million Stock Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Schwarz Dygos Wheeler Investment Advisors LLC cut its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 2.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,731 shares of the company’s stock after selling 668 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC owned about 0.10% of Dimensional US Sustainability Core 1 ETF worth $1,051,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. GPS Wealth Strategies Group LLC bought a new stake in shares of Dimensional US Sustainability Core 1 ETF during the 4th quarter worth $27,000. Avior Wealth Management LLC raised its stake in Dimensional US Sustainability Core 1 ETF by 169.0% during the third quarter. Avior Wealth Management LLC now owns 807 shares of the company’s stock worth $30,000 after acquiring an additional 507 shares in the last quarter. Rialto Wealth Management LLC bought a new position in shares of Dimensional US Sustainability Core 1 ETF in the fourth quarter worth about $73,000. IFP Advisors Inc boosted its stake in shares of Dimensional US Sustainability Core 1 ETF by 25.6% in the 4th quarter. IFP Advisors Inc now owns 1,965 shares of the company’s stock valued at $74,000 after purchasing an additional 400 shares in the last quarter. Finally, Coston McIsaac & Partners acquired a new stake in shares of Dimensional US Sustainability Core 1 ETF in the 4th quarter valued at approximately $133,000.

Dimensional US Sustainability Core 1 ETF Price Performance

DFSU stock opened at $37.06 on Monday. The stock has a market cap of $1.32 billion, a price-to-earnings ratio of 24.23 and a beta of 1.10. The company has a 50 day simple moving average of $38.59 and a 200 day simple moving average of $38.03. Dimensional US Sustainability Core 1 ETF has a 1 year low of $32.16 and a 1 year high of $39.90.

About Dimensional US Sustainability Core 1 ETF

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.