Clarius Group LLC Makes Investment in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Clarius Group LLC has acquired a new position in the Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) during the third quarter of 2024. This investment was revealed in the company’s latest 13F filing with the Securities and Exchange Commission (SEC), where it disclosed purchasing 7,374 shares of the ETF, amounting to approximately $274,000.

This investment by Clarius Group is part of a trend where several institutional investors and hedge funds have been reassessing their positions in this particular ETF. For instance, Signature Resources Capital Management LLC expanded its holdings in the Dimensional US Sustainability Core 1 ETF by 146.5% in the second quarter, increasing its share count to 1,102, which is valued at $38,000 after acquiring an additional 655 shares.

Similarly, ZRC Wealth Management LLC increased its holdings in the ETF by 20.0% in the same quarter, resulting in ownership of 2,928 shares worth approximately $102,000 after purchasing 489 additional shares. Additionally, LRI Investments LLC entered the scene by acquiring a new stake in the ETF earlier in the year, with this investment valued at around $103,000. Bellevue Asset Management LLC also bought into the ETF during the second quarter with a valuation of about $114,000.

Criterion Capital Advisors LLC further strengthened its position during the first quarter by increasing its stake by 78.6%, bringing its total to 3,498 shares worth approximately $120,000 after acquiring an additional 1,539 shares.

Dimensional US Sustainability Core 1 ETF Performance Overview

As of the last trading session, the Dimensional US Sustainability Core 1 ETF opened at $37.63. Over the past year, this ETF recorded a low point of $26.31 and a high of $37.68. With a market capitalization of $1.05 billion, the ETF has a price-to-earnings (P/E) ratio of 22.03 and a beta value of 1.06, indicating its volatility in relation to the market. The ETF’s 50-day simple moving average stands at $36.09, while the 200-day average is $34.96.

Understanding the Dimensional US Sustainability Core 1 ETF

The Dimensional US Sustainability Core 1 ETF (DFSU) is designed as an actively managed exchange-traded fund. It primarily invests across the total equity market, focusing on U.S. equities that have strong profitability and favorable sustainability characteristics. This emphasis on sustainability aligns with the growing trend of socially responsible investing, appealing to investors looking for environmentally-conscious options.

As institutional interest in this ETF continues to grow, it will be interesting to monitor how other investors respond and any potential market movements that may result. The investment landscape for sustainability-focused funds is evolving, and firms like Clarius Group LLC are leading in recognizing its importance.

investment, ETF, sustainability