Heritage Financial Services LLC Has $6.83 Million Holdings in Dimensional International Sustainability Core 1 ETF $DFSI

Heritage Financial Services LLC increased its position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) by 0.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 173,376 shares of the company’s stock after purchasing an additional 1,194 shares during the period. Dimensional International Sustainability Core 1 ETF comprises about 0.7% of Heritage Financial Services LLC’s investment portfolio, making the stock its 13th biggest holding. Heritage Financial Services LLC owned 0.90% of Dimensional International Sustainability Core 1 ETF worth $6,833,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Morris Financial Concepts Inc. boosted its position in Dimensional International Sustainability Core 1 ETF by 6.0% during the 1st quarter. Morris Financial Concepts Inc. now owns 5,526 shares of the company’s stock worth $193,000 after acquiring an additional 313 shares during the period. United Wealth Management LLC lifted its position in shares of Dimensional International Sustainability Core 1 ETF by 2.5% in the first quarter. United Wealth Management LLC now owns 15,030 shares of the company’s stock worth $524,000 after purchasing an additional 373 shares in the last quarter. Family Wealth Partners LLC boosted its holdings in shares of Dimensional International Sustainability Core 1 ETF by 5.7% during the first quarter. Family Wealth Partners LLC now owns 6,993 shares of the company’s stock worth $244,000 after purchasing an additional 377 shares during the period. Waypoint Wealth Partners Inc. grew its position in Dimensional International Sustainability Core 1 ETF by 0.8% during the first quarter. Waypoint Wealth Partners Inc. now owns 56,217 shares of the company’s stock valued at $1,961,000 after purchasing an additional 451 shares in the last quarter. Finally, TCI Wealth Advisors Inc. increased its stake in Dimensional International Sustainability Core 1 ETF by 2.7% in the 1st quarter. TCI Wealth Advisors Inc. now owns 22,853 shares of the company’s stock valued at $797,000 after buying an additional 594 shares during the period.

Dimensional International Sustainability Core 1 ETF Stock Up 0.7%

DFSI stock opened at $41.22 on Thursday. The company has a 50 day moving average of $40.34 and a two-hundred day moving average of $38.34. The company has a market cap of $803.79 million, a price-to-earnings ratio of 16.91 and a beta of -0.99. Dimensional International Sustainability Core 1 ETF has a 12-month low of $31.30 and a 12-month high of $41.40.

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.