Joel Adams & Associates Inc. Takes Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Joel Adams & Associates Inc. bought a new stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 22,791 shares of the company’s stock, valued at approximately $864,000. Dimensional US Sustainability Core 1 ETF makes up 0.8% of Joel Adams & Associates Inc.’s holdings, making the stock its 21st biggest position. Joel Adams & Associates Inc. owned about 0.08% of Dimensional US Sustainability Core 1 ETF as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Quantum Financial Advisors LLC raised its stake in Dimensional US Sustainability Core 1 ETF by 1.8% in the fourth quarter. Quantum Financial Advisors LLC now owns 2,270,848 shares of the company’s stock valued at $86,065,000 after buying an additional 39,215 shares during the period. Citrine Capital LLC bought a new stake in Dimensional US Sustainability Core 1 ETF in the 4th quarter valued at $32,684,000. Adero Partners LLC boosted its position in Dimensional US Sustainability Core 1 ETF by 10.1% during the fourth quarter. Adero Partners LLC now owns 575,789 shares of the company’s stock worth $21,822,000 after purchasing an additional 53,046 shares during the period. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Dimensional US Sustainability Core 1 ETF by 13.2% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 404,096 shares of the company’s stock valued at $15,024,000 after purchasing an additional 47,054 shares during the last quarter. Finally, Forum Financial Management LP raised its position in shares of Dimensional US Sustainability Core 1 ETF by 0.7% in the third quarter. Forum Financial Management LP now owns 397,505 shares of the company’s stock valued at $14,779,000 after purchasing an additional 2,931 shares during the period.

Dimensional US Sustainability Core 1 ETF Stock Performance

Shares of DFSU stock opened at $39.61 on Wednesday. The company has a market capitalization of $1.11 billion, a price-to-earnings ratio of 22.03 and a beta of 1.06. Dimensional US Sustainability Core 1 ETF has a 52 week low of $32.16 and a 52 week high of $39.90. The company has a 50-day simple moving average of $38.77 and a 200 day simple moving average of $37.75.

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.