Schwarz Dygos Wheeler Investment Advisors LLC Grows Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Schwarz Dygos Wheeler Investment Advisors LLC lifted its position in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) by 17.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,309 shares of the company’s stock after buying an additional 3,542 shares during the quarter. Schwarz Dygos Wheeler Investment Advisors LLC owned approximately 0.13% of Dimensional US Sustainability Core 1 ETF worth $726,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Criterion Capital Advisors LLC purchased a new stake in Dimensional US Sustainability Core 1 ETF in the 4th quarter worth approximately $61,000. Level Financial Advisors Inc. increased its stake in Dimensional US Sustainability Core 1 ETF by 256.0% in the fourth quarter. Level Financial Advisors Inc. now owns 2,937 shares of the company’s stock valued at $91,000 after purchasing an additional 2,112 shares during the last quarter. Creative Capital Management Investments LLC increased its stake in Dimensional US Sustainability Core 1 ETF by 61.7% in the third quarter. Creative Capital Management Investments LLC now owns 4,533 shares of the company’s stock valued at $126,000 after purchasing an additional 1,730 shares during the last quarter. Towneley Capital Management Inc DE purchased a new position in Dimensional US Sustainability Core 1 ETF during the fourth quarter worth about $229,000. Finally, Meritas Wealth Management LLC acquired a new stake in Dimensional US Sustainability Core 1 ETF in the 4th quarter worth about $234,000.

Dimensional US Sustainability Core 1 ETF Trading Up 1.0 %

DFSU traded up $0.32 during midday trading on Friday, hitting $33.04. The company’s stock had a trading volume of 78,935 shares, compared to its average volume of 101,178. The firm has a market cap of $908.60 million, a P/E ratio of 21.53 and a beta of 1.10. Dimensional US Sustainability Core 1 ETF has a 52-week low of $25.90 and a 52-week high of $34.45. The firm has a 50-day moving average price of $33.42 and a two-hundred day moving average price of $31.11.

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.