Falcon Wealth Planning Acquires 27,579 Shares of Dimensional International Value ETF (NYSEARCA:DFIV)

Falcon Wealth Planning grew its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,162,601 shares of the company’s stock after purchasing an additional 27,579 shares during the period. Dimensional International Value ETF makes up about 4.6% of Falcon Wealth Planning’s portfolio, making the stock its 8th biggest holding. Falcon Wealth Planning owned about 0.59% of Dimensional International Value ETF worth $41,249,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Investment Advisory Group LLC raised its stake in shares of Dimensional International Value ETF by 2.6% in the third quarter. Investment Advisory Group LLC now owns 15,164 shares of the company’s stock worth $577,000 after purchasing an additional 389 shares during the last quarter. Melfa Wealth Management Inc. boosted its holdings in Dimensional International Value ETF by 2.6% in the fourth quarter. Melfa Wealth Management Inc. now owns 16,604 shares of the company’s stock valued at $589,000 after purchasing an additional 424 shares during the last quarter. Sound Income Strategies LLC raised its stake in shares of Dimensional International Value ETF by 160.5% during the 4th quarter. Sound Income Strategies LLC now owns 891 shares of the company’s stock valued at $32,000 after buying an additional 549 shares during the last quarter. TruNorth Capital Management LLC lifted its holdings in shares of Dimensional International Value ETF by 0.7% in the 3rd quarter. TruNorth Capital Management LLC now owns 86,950 shares of the company’s stock valued at $3,311,000 after buying an additional 586 shares during the period. Finally, Cassady Schiller Wealth Management LLC raised its position in Dimensional International Value ETF by 6.1% during the third quarter. Cassady Schiller Wealth Management LLC now owns 10,165 shares of the company’s stock valued at $387,000 after acquiring an additional 586 shares in the last quarter.

Dimensional International Value ETF Trading Down 0.4 %

Dimensional International Value ETF stock opened at $37.17 on Wednesday. The firm has a market cap of $7.32 billion, a PE ratio of 9.47 and a beta of 0.74. The stock’s 50 day simple moving average is $36.13 and its two-hundred day simple moving average is $36.74. Dimensional International Value ETF has a 12 month low of $33.22 and a 12 month high of $38.51.

Dimensional International Value ETF Profile

The Dimensional International Value ETF (DFIV) is an exchange-traded fund that is based on the MSCI World ex USA (net div.) index. The fund is an actively managed fund that provides exposure to large value stocks from developed markets while minimizing federal taxes on performance returns. DFIV was launched on Apr 16, 1999 and is managed by Dimensional.