Clarius Group LLC Makes $274,000 Investment in Dimensional US Sustainability Core 1 ETF

In the latest financial reports, Clarius Group LLC has announced a new investment in the Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU). This acquisition, carried out in the third quarter, involved the purchase of 7,374 shares of the ETF, with a total valuation of approximately $274,000, as per their recent 13F filing with the SEC.

Additionally, it is noteworthy that other institutional investors and hedge funds have been active with their stakes in the Dimensional US Sustainability Core 1 ETF. Signature Resources Capital Management LLC, for instance, increased its holdings by an impressive 146.5% during the second quarter, bringing its ownership to 1,102 shares worth around $38,000 after acquiring an additional 655 shares.

Similarly, ZRC Wealth Management LLC has also expanded its position in the ETF by 20.0% in the same quarter, now owning 2,928 shares valued at approximately $102,000 following the purchase of 489 extra shares. LRI Investments LLC entered the ETF market with a new stake during the first quarter, valued at nearly $103,000.

Furthermore, Bellevue Asset Management LLC also acquired a new stake in the Dimensional US Sustainability Core 1 ETF during the second quarter, which is worth about $114,000. Meanwhile, Criterion Capital Advisors LLC has significantly increased its stake by 78.6% during the first quarter and now holds 3,498 shares, valued at $120,000 after purchasing an extra 1,539 shares.

Current Price Performance of Dimensional US Sustainability Core 1 ETF

As of the latest trading session, the Dimensional US Sustainability Core 1 ETF was opened at $37.63. The fund has experienced considerable fluctuations over the past year, registering a low of $26.31 and a high of $37.68. The ETF boasts a market capitalization of $1.05 billion, a P/E ratio of 22.03, and a beta value of 1.06, indicating its sensitivity to market movements. Over recent months, the 50-day and 200-day simple moving averages stand at $36.09 and $34.96, respectively, reflecting trends in its price performance.

Overview of Dimensional US Sustainability Core 1 ETF

The Dimensional US Sustainability Core 1 ETF (DFSU) is designed as an exchange-traded fund that mainly invests in a broad range of U.S. equities. As an actively managed fund, it seeks to create a portfolio comprising various U.S. stocks with strong profitability metrics and positive sustainability characteristics, catering to investors looking for both financial returns and socially responsible investments.

investment, ETF, finance