Forum Financial Management LP Sells 20,730 Shares of Dimensional Emerging Markets Sustainability Core 1 ETF $DFSE

Forum Financial Management LP reduced its stake in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) by 5.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 374,559 shares of the company’s stock after selling 20,730 shares during the period. Dimensional Emerging Markets Sustainability Core 1 ETF accounts for approximately 0.2% of Forum Financial Management LP’s investment portfolio, making the stock its 27th biggest position. Forum Financial Management LP owned approximately 2.97% of Dimensional Emerging Markets Sustainability Core 1 ETF worth $15,870,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Smartleaf Asset Management LLC lifted its stake in shares of Dimensional Emerging Markets Sustainability Core 1 ETF by 346.6% during the 2nd quarter. Smartleaf Asset Management LLC now owns 777 shares of the company’s stock worth $29,000 after buying an additional 603 shares during the last quarter. Larson Financial Group LLC bought a new position in Dimensional Emerging Markets Sustainability Core 1 ETF in the 4th quarter valued at about $59,000. Kestra Advisory Services LLC acquired a new stake in Dimensional Emerging Markets Sustainability Core 1 ETF during the fourth quarter worth approximately $77,000. Cardiff Park Advisors LLC lifted its position in Dimensional Emerging Markets Sustainability Core 1 ETF by 63.2% during the fourth quarter. Cardiff Park Advisors LLC now owns 2,250 shares of the company’s stock worth $93,000 after acquiring an additional 871 shares during the last quarter. Finally, WPWealth LLP bought a new stake in shares of Dimensional Emerging Markets Sustainability Core 1 ETF during the fourth quarter worth approximately $201,000.

Dimensional Emerging Markets Sustainability Core 1 ETF Trading Up 0.4%

Dimensional Emerging Markets Sustainability Core 1 ETF stock opened at $48.19 on Tuesday. Dimensional Emerging Markets Sustainability Core 1 ETF has a 12 month low of $37.30 and a 12 month high of $51.20. The stock’s 50 day moving average is $48.60 and its 200-day moving average is $45.30. The company has a market capitalization of $612.01 million, a price-to-earnings ratio of 15.21 and a beta of 0.82.

Dimensional Emerging Markets Sustainability Core 1 ETF Company Profile

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. DFSE was launched on Nov 1, 2022 and is managed by Dimensional.