SwitchPoint Financial Planning LLC Boosts Stock Position in Dimensional International Value ETF $DFIV

SwitchPoint Financial Planning LLC grew its holdings in Dimensional International Value ETF (NYSEARCA:DFIV) by 1.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 60,782 shares of the company’s stock after buying an additional 740 shares during the quarter. Dimensional International Value ETF accounts for 2.1% of SwitchPoint Financial Planning LLC’s investment portfolio, making the stock its 14th largest position. SwitchPoint Financial Planning LLC’s holdings in Dimensional International Value ETF were worth $2,603,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFIV. Jane Street Group LLC purchased a new stake in shares of Dimensional International Value ETF in the first quarter valued at approximately $81,583,000. Envestnet Asset Management Inc. boosted its stake in shares of Dimensional International Value ETF by 5.5% in the second quarter. Envestnet Asset Management Inc. now owns 21,129,796 shares of the company’s stock worth $904,989,000 after acquiring an additional 1,103,797 shares during the last quarter. Maseco LLP acquired a new stake in shares of Dimensional International Value ETF in the second quarter worth approximately $45,512,000. Kestra Investment Management LLC boosted its stake in shares of Dimensional International Value ETF by 63.0% in the first quarter. Kestra Investment Management LLC now owns 2,407,903 shares of the company’s stock worth $94,775,000 after acquiring an additional 930,404 shares during the last quarter. Finally, Focus Partners Wealth boosted its stake in shares of Dimensional International Value ETF by 5.5% in the first quarter. Focus Partners Wealth now owns 12,243,964 shares of the company’s stock worth $481,922,000 after acquiring an additional 639,870 shares during the last quarter.

Dimensional International Value ETF Price Performance

Shares of NYSEARCA:DFIV opened at $46.81 on Wednesday. The business’s 50 day moving average price is $45.98 and its 200-day moving average price is $43.54. The firm has a market capitalization of $14.21 billion, a PE ratio of 12.09 and a beta of 0.71. Dimensional International Value ETF has a 1 year low of $34.28 and a 1 year high of $46.92.

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.