Dimensional International Value ETF $DFIV is Falcon Wealth Planning’s 6th Largest Position

Falcon Wealth Planning lowered its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 2.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,173,390 shares of the company’s stock after selling 27,538 shares during the quarter. Dimensional International Value ETF comprises 5.1% of Falcon Wealth Planning’s portfolio, making the stock its 6th largest position. Falcon Wealth Planning owned approximately 0.41% of Dimensional International Value ETF worth $50,256,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. SouthState Corp purchased a new position in shares of Dimensional International Value ETF during the 1st quarter worth approximately $34,000. Whittier Trust Co. of Nevada Inc. bought a new stake in shares of Dimensional International Value ETF during the first quarter valued at approximately $73,000. Proathlete Wealth Management LLC purchased a new stake in Dimensional International Value ETF in the first quarter worth $75,000. Bfsg LLC grew its stake in Dimensional International Value ETF by 147.9% in the first quarter. Bfsg LLC now owns 2,107 shares of the company’s stock worth $83,000 after purchasing an additional 1,257 shares during the period. Finally, Concord Wealth Partners bought a new position in Dimensional International Value ETF in the first quarter worth $99,000.

Dimensional International Value ETF Trading Down 0.4%

Shares of Dimensional International Value ETF stock opened at $45.73 on Friday. Dimensional International Value ETF has a 12 month low of $34.28 and a 12 month high of $46.71. The firm has a market capitalization of $12.98 billion, a P/E ratio of 12.09 and a beta of 0.79. The business has a fifty day simple moving average of $45.07 and a two-hundred day simple moving average of $42.31.

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.