Porter White Investment Advisors Inc. Cuts Stake in Dimensional International Value ETF $DFIV

Porter White Investment Advisors Inc. lessened its stake in Dimensional International Value ETF (NYSEARCA:DFIV) by 10.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,571 shares of the company’s stock after selling 11,110 shares during the period. Dimensional International Value ETF accounts for approximately 2.0% of Porter White Investment Advisors Inc.’s investment portfolio, making the stock its 11th largest holding. Porter White Investment Advisors Inc.’s holdings in Dimensional International Value ETF were worth $4,265,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFIV. Oppenheimer & Co. Inc. acquired a new stake in Dimensional International Value ETF in the 1st quarter worth approximately $209,000. Aveo Capital Partners LLC grew its position in Dimensional International Value ETF by 9.9% during the 1st quarter. Aveo Capital Partners LLC now owns 164,140 shares of the company’s stock worth $6,641,000 after purchasing an additional 14,798 shares during the last quarter. Sowell Financial Services LLC purchased a new stake in Dimensional International Value ETF during the 1st quarter worth approximately $250,000. Wealth Enhancement Advisory Services LLC grew its position in Dimensional International Value ETF by 0.5% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,995,650 shares of the company’s stock worth $78,549,000 after purchasing an additional 10,686 shares during the last quarter. Finally, QRG Capital Management Inc. lifted its holdings in shares of Dimensional International Value ETF by 24.9% during the first quarter. QRG Capital Management Inc. now owns 7,251 shares of the company’s stock worth $285,000 after purchasing an additional 1,445 shares during the period.

Dimensional International Value ETF Stock Up 0.9%

Dimensional International Value ETF stock opened at $46.16 on Friday. Dimensional International Value ETF has a 52 week low of $34.28 and a 52 week high of $46.71. The company has a market capitalization of $13.10 billion, a price-to-earnings ratio of 12.09 and a beta of 0.79. The stock has a 50-day moving average price of $45.14 and a 200 day moving average price of $42.37.

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.