Stone Summit Wealth LLC Raises Stake in Dimensional International Value ETF $DFIV

Stone Summit Wealth LLC grew its stake in Dimensional International Value ETF (NYSEARCA:DFIV) by 4.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 168,791 shares of the company’s stock after purchasing an additional 7,829 shares during the quarter. Dimensional International Value ETF makes up approximately 2.2% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 7th largest holding. Stone Summit Wealth LLC owned approximately 0.06% of Dimensional International Value ETF worth $7,229,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. SouthState Corp bought a new position in shares of Dimensional International Value ETF in the first quarter valued at about $34,000. Whittier Trust Co. of Nevada Inc. bought a new position in Dimensional International Value ETF during the first quarter worth about $73,000. Proathlete Wealth Management LLC bought a new position in Dimensional International Value ETF during the first quarter worth about $75,000. Bfsg LLC increased its position in Dimensional International Value ETF by 147.9% during the first quarter. Bfsg LLC now owns 2,107 shares of the company’s stock worth $83,000 after acquiring an additional 1,257 shares during the period. Finally, Concord Wealth Partners bought a new position in Dimensional International Value ETF during the first quarter worth about $99,000.

Dimensional International Value ETF Stock Performance

NYSEARCA:DFIV 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 firm has a market cap of $13.10 billion, a price-to-earnings ratio of 12.09 and a beta of 0.79. The firm’s 50-day simple moving average is $45.14 and its 200 day simple moving average is $42.37.

About Dimensional International Value ETF

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.