Dimensional International Value ETF (NYSEARCA:DFIV) Shares Purchased by Total Wealth Planning LLC

Total Wealth Planning LLC boosted its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 4.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 839,021 shares of the company’s stock after buying an additional 34,128 shares during the period. Dimensional International Value ETF accounts for 5.1% of Total Wealth Planning LLC’s investment portfolio, making the stock its 6th largest position. Total Wealth Planning LLC’s holdings in Dimensional International Value ETF were worth $33,024,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Optivise Advisory Services LLC raised its holdings in shares of Dimensional International Value ETF by 1.1% during the 4th quarter. Optivise Advisory Services LLC now owns 23,642 shares of the company’s stock worth $839,000 after acquiring an additional 262 shares during the period. Hardin Capital Partners LLC grew its holdings in shares of Dimensional International Value ETF by 3.1% in the first quarter. Hardin Capital Partners LLC now owns 10,940 shares of the company’s stock valued at $431,000 after purchasing an additional 324 shares during the period. Shotwell Rutter Baer Inc increased its position in Dimensional International Value ETF by 0.3% during the first quarter. Shotwell Rutter Baer Inc now owns 138,862 shares of the company’s stock worth $5,466,000 after purchasing an additional 371 shares during the last quarter. Beta Wealth Group Inc. raised its stake in Dimensional International Value ETF by 4.4% during the fourth quarter. Beta Wealth Group Inc. now owns 9,625 shares of the company’s stock worth $341,000 after purchasing an additional 410 shares during the period. Finally, RB Capital Management LLC raised its stake in Dimensional International Value ETF by 2.0% during the fourth quarter. RB Capital Management LLC now owns 20,718 shares of the company’s stock worth $735,000 after purchasing an additional 410 shares during the period.

Dimensional International Value ETF Price Performance

Dimensional International Value ETF stock opened at $42.84 on Thursday. The firm has a 50 day simple moving average of $40.26 and a 200-day simple moving average of $38.45. The stock has a market cap of $11.80 billion, a price-to-earnings ratio of 11.87 and a beta of 0.72. Dimensional International Value ETF has a 1-year low of $34.03 and a 1-year high of $42.97.

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.