Heritage Financial Services LLC Purchases 843 Shares of Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Heritage Financial Services LLC grew its position in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 76,851 shares of the company’s stock after acquiring an additional 843 shares during the period. Dimensional Emerging Markets Sustainability Core 1 ETF accounts for 0.4% of Heritage Financial Services LLC’s portfolio, making the stock its 15th largest holding. Heritage Financial Services LLC’s holdings in Dimensional Emerging Markets Sustainability Core 1 ETF were worth $2,430,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. BetterWealth LLC raised its stake in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 2.2% in the fourth quarter. BetterWealth LLC now owns 17,962 shares of the company’s stock valued at $568,000 after acquiring an additional 384 shares during the last quarter. Modera Wealth Management LLC increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 2.5% in the third quarter. Modera Wealth Management LLC now owns 22,440 shares of the company’s stock valued at $660,000 after purchasing an additional 548 shares in the last quarter. Northland Capital Management LLC increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 2.5% in the fourth quarter. Northland Capital Management LLC now owns 22,717 shares of the company’s stock valued at $718,000 after purchasing an additional 550 shares in the last quarter. Grand Wealth Management LLC increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 9.6% in the third quarter. Grand Wealth Management LLC now owns 7,870 shares of the company’s stock valued at $231,000 after purchasing an additional 692 shares in the last quarter. Finally, Waypoint Wealth Partners Inc. increased its holdings in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 8.4% in the third quarter. Waypoint Wealth Partners Inc. now owns 10,134 shares of the company’s stock valued at $298,000 after purchasing an additional 782 shares in the last quarter.

Dimensional Emerging Markets Sustainability Core 1 ETF Price Performance

Shares of Dimensional Emerging Markets Sustainability Core 1 ETF stock opened at $32.39 on Friday. The firm has a market cap of $236.45 million, a P/E ratio of 11.73 and a beta of 0.96. The firm has a 50 day simple moving average of $31.98 and a 200 day simple moving average of $30.86. Dimensional Emerging Markets Sustainability Core 1 ETF has a fifty-two week low of $28.07 and a fifty-two week high of $32.86.

About Dimensional Emerging Markets Sustainability Core 1 ETF

The Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) 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 emerging market equities across all market-caps with perceived high profitability and positive sustainability characteristics.