Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) Shares Bought by Heritage Financial Services LLC

Heritage Financial Services LLC boosted its stake in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 122,235 shares of the company’s stock after buying an additional 3,931 shares during the period. Dimensional International Sustainability Core 1 ETF accounts for 0.7% of Heritage Financial Services LLC’s investment portfolio, making the stock its 13th largest position. Heritage Financial Services LLC’s holdings in Dimensional International Sustainability Core 1 ETF were worth $3,915,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFSI. AWM Capital LLC boosted its stake in Dimensional International Sustainability Core 1 ETF by 127.8% during the third quarter. AWM Capital LLC now owns 606,343 shares of the company’s stock worth $17,408,000 after buying an additional 340,213 shares during the last quarter. Pathstone Family Office LLC boosted its stake in Dimensional International Sustainability Core 1 ETF by 363.1% during the third quarter. Pathstone Family Office LLC now owns 111,250 shares of the company’s stock worth $3,194,000 after buying an additional 87,226 shares during the last quarter. New Capital Management LP boosted its stake in Dimensional International Sustainability Core 1 ETF by 107.8% during the fourth quarter. New Capital Management LP now owns 167,105 shares of the company’s stock worth $5,353,000 after buying an additional 86,678 shares during the last quarter. Forum Financial Management LP boosted its stake in Dimensional International Sustainability Core 1 ETF by 167.0% during the third quarter. Forum Financial Management LP now owns 126,138 shares of the company’s stock worth $3,621,000 after buying an additional 78,889 shares during the last quarter. Finally, Francis Financial Inc. boosted its stake in Dimensional International Sustainability Core 1 ETF by 26.9% during the third quarter. Francis Financial Inc. now owns 345,798 shares of the company’s stock worth $9,928,000 after buying an additional 73,231 shares during the last quarter.

Dimensional International Sustainability Core 1 ETF Stock Performance

NYSEARCA DFSI opened at $32.69 on Friday. Dimensional International Sustainability Core 1 ETF has a fifty-two week low of $27.07 and a fifty-two week high of $33.79. The stock’s fifty day moving average is $33.00 and its two-hundred day moving average is $31.31. The firm has a market capitalization of $402.09 million, a P/E ratio of 15.85 and a beta of -0.99.

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.