Waypoint Wealth Partners Inc. Has $4.78 Million Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Waypoint Wealth Partners Inc. lifted its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 126,132 shares of the company’s stock after acquiring an additional 1,659 shares during the quarter. Dimensional US Sustainability Core 1 ETF accounts for approximately 1.3% of Waypoint Wealth Partners Inc.’s investment portfolio, making the stock its 8th largest holding. Waypoint Wealth Partners Inc. owned approximately 0.45% of Dimensional US Sustainability Core 1 ETF worth $4,780,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. GPS Wealth Strategies Group LLC purchased a new position in Dimensional US Sustainability Core 1 ETF in the fourth quarter valued at about $27,000. Avior Wealth Management LLC grew its stake 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 valued at $30,000 after purchasing an additional 507 shares during the last quarter. Coston McIsaac & Partners purchased a new position in Dimensional US Sustainability Core 1 ETF in the fourth quarter valued at about $133,000. McClarren Financial Advisors Inc. grew its stake in Dimensional US Sustainability Core 1 ETF by 12,285.3% in the third quarter. McClarren Financial Advisors Inc. now owns 4,211 shares of the company’s stock valued at $156,000 after purchasing an additional 4,177 shares during the last quarter. Finally, Trademark Financial Management LLC purchased a new position in Dimensional US Sustainability Core 1 ETF in the third quarter valued at about $208,000.

Dimensional US Sustainability Core 1 ETF Price Performance

DFSU opened at $39.59 on Friday. Dimensional US Sustainability Core 1 ETF has a 1 year low of $32.16 and a 1 year high of $39.90. The firm has a market capitalization of $1.10 billion, a PE ratio of 22.03 and a beta of 1.06. The business’s 50-day moving average is $38.77 and its two-hundred day moving average is $37.67.

Dimensional US Sustainability Core 1 ETF Company 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.