Falcon Wealth Planning Acquires 58,111 Shares of Dimensional International Value ETF $DFIV

Falcon Wealth Planning grew its holdings in Dimensional International Value ETF (NYSEARCA:DFIV) by 5.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,231,501 shares of the company’s stock after acquiring an additional 58,111 shares during the quarter. Dimensional International Value ETF accounts for approximately 5.1% of Falcon Wealth Planning’s holdings, making the stock its 6th largest holding. Falcon Wealth Planning owned 0.41% of Dimensional International Value ETF worth $56,797,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Harbour Investments Inc. raised its position in shares of Dimensional International Value ETF by 67.4% in the 2nd quarter. Harbour Investments Inc. now owns 683 shares of the company’s stock valued at $29,000 after purchasing an additional 275 shares during the last quarter. JNBA Financial Advisors acquired a new position in Dimensional International Value ETF during the 2nd quarter valued at approximately $31,000. Gables Capital Management Inc. acquired a new position in Dimensional International Value ETF during the 2nd quarter valued at approximately $43,000. CENTRAL TRUST Co purchased a new position in shares of Dimensional International Value ETF in the second quarter worth $46,000. Finally, SYM FINANCIAL Corp lifted its stake in shares of Dimensional International Value ETF by 89.6% during the second quarter. SYM FINANCIAL Corp now owns 1,168 shares of the company’s stock worth $50,000 after buying an additional 552 shares during the period.

Dimensional International Value ETF Price Performance

Shares of DFIV opened at $49.47 on Friday. The company’s fifty day moving average price is $47.40 and its 200-day moving average price is $45.47. Dimensional International Value ETF has a 1-year low of $34.28 and a 1-year high of $49.99. The firm has a market capitalization of $15.05 billion, a PE ratio of 12.09 and a beta of 0.71.

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.