Heritage Financial Services LLC Has $481,000 Stake in Dimensional International Value ETF (NYSEARCA:DFIV)

Heritage Financial Services LLC reduced its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 8.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,643 shares of the company’s stock after selling 1,139 shares during the quarter. Heritage Financial Services LLC’s holdings in Dimensional International Value ETF were worth $481,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brookstone Capital Management boosted its position in Dimensional International Value ETF by 106.5% in the 1st quarter. Brookstone Capital Management now owns 87,377 shares of the company’s stock valued at $3,211,000 after buying an additional 45,068 shares during the last quarter. Wealthcare Advisory Partners LLC boosted its holdings in Dimensional International Value ETF by 5.9% in the first quarter. Wealthcare Advisory Partners LLC now owns 7,467 shares of the company’s stock valued at $274,000 after acquiring an additional 419 shares during the last quarter. Moisand Fitzgerald Tamayo LLC increased its position in Dimensional International Value ETF by 3.2% in the first quarter. Moisand Fitzgerald Tamayo LLC now owns 96,058 shares of the company’s stock worth $3,530,000 after purchasing an additional 2,963 shares during the period. Meritas Wealth Management LLC raised its holdings in Dimensional International Value ETF by 10.1% during the 1st quarter. Meritas Wealth Management LLC now owns 269,603 shares of the company’s stock worth $9,908,000 after purchasing an additional 24,646 shares during the last quarter. Finally, Trinity Financial Advisors LLC lifted its position in Dimensional International Value ETF by 4.0% during the 1st quarter. Trinity Financial Advisors LLC now owns 590,198 shares of the company’s stock valued at $21,690,000 after purchasing an additional 22,833 shares during the period.

Dimensional International Value ETF Trading Up 0.3 %

Shares of NYSEARCA DFIV opened at $36.91 on Friday. Dimensional International Value ETF has a 1 year low of $30.80 and a 1 year high of $38.51. The firm’s 50-day moving average is $37.56 and its 200-day moving average is $36.99. The firm has a market capitalization of $7.27 billion, a PE ratio of 9.47 and a beta of 0.74.

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.