Castle Wealth Management LLC Invests $4 Million in Dimensional International Value ETF $DFIV

Castle Wealth Management LLC purchased a new position in shares of Dimensional International Value ETF (NYSEARCA:DFIV) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 86,643 shares of the company’s stock, valued at approximately $3,996,000. Dimensional International Value ETF accounts for approximately 1.3% of Castle Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding.

Several other large investors have also recently added to or reduced their stakes in DFIV. AQR Capital Management LLC boosted its stake in shares of Dimensional International Value ETF by 26.3% during the 1st quarter. AQR Capital Management LLC now owns 109,219 shares of the company’s stock valued at $4,299,000 after buying an additional 22,772 shares during the period. Vestia Personal Wealth Advisors raised its holdings in shares of Dimensional International Value ETF by 15.6% during the second quarter. Vestia Personal Wealth Advisors now owns 330,962 shares of the company’s stock worth $14,175,000 after acquiring an additional 44,698 shares in the last quarter. Signaturefd LLC boosted its position in Dimensional International Value ETF by 8.5% during the second quarter. Signaturefd LLC now owns 3,834 shares of the company’s stock valued at $164,000 after purchasing an additional 300 shares during the last quarter. Meredith Wealth Planning purchased a new position in Dimensional International Value ETF in the second quarter valued at about $461,000. Finally, Squire Investment Management Company LLC increased its position in Dimensional International Value ETF by 3.4% in the 2nd quarter. Squire Investment Management Company LLC now owns 397,609 shares of the company’s stock worth $17,030,000 after purchasing an additional 13,215 shares during the last quarter.

Dimensional International Value ETF Price Performance

DFIV opened at $52.15 on Friday. The company has a market capitalization of $16.79 billion, a PE ratio of 12.09 and a beta of 0.71. Dimensional International Value ETF has a fifty-two week low of $34.28 and a fifty-two week high of $52.16. The business has a 50-day moving average of $49.49 and a 200-day moving average of $46.86.

Dimensional International Value ETF Company 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.