Journey Beyond Wealth LLC Makes New $2.40 Million Investment in Dimensional International Value ETF (NYSEARCA:DFIV)

Journey Beyond Wealth LLC bought a new stake in Dimensional International Value ETF (NYSEARCA:DFIV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 67,718 shares of the company’s stock, valued at approximately $2,403,000. Dimensional International Value ETF accounts for about 2.3% of Journey Beyond Wealth LLC’s portfolio, making the stock its 14th largest position.

Several other large investors also recently modified their holdings of DFIV. Beta Wealth Group Inc. grew its position in shares of Dimensional International Value ETF by 4.4% in the 4th quarter. Beta Wealth Group Inc. now owns 9,625 shares of the company’s stock valued at $341,000 after purchasing an additional 410 shares during the period. Melfa Wealth Management Inc. lifted its stake in Dimensional International Value ETF by 2.6% in the fourth quarter. Melfa Wealth Management Inc. now owns 16,604 shares of the company’s stock valued at $589,000 after buying an additional 424 shares in the last quarter. Assetmark Inc. boosted its holdings in shares of Dimensional International Value ETF by 27.6% in the fourth quarter. Assetmark Inc. now owns 2,004 shares of the company’s stock valued at $71,000 after buying an additional 433 shares during the period. Capital Investment Advisory Services LLC increased its position in shares of Dimensional International Value ETF by 3.3% during the fourth quarter. Capital Investment Advisory Services LLC now owns 14,489 shares of the company’s stock worth $514,000 after acquiring an additional 462 shares in the last quarter. Finally, Valeo Financial Advisors LLC raised its holdings in shares of Dimensional International Value ETF by 1.9% during the fourth quarter. Valeo Financial Advisors LLC now owns 27,013 shares of the company’s stock worth $958,000 after acquiring an additional 500 shares during the period.

Dimensional International Value ETF Trading Up 0.5 %

DFIV opened at $40.49 on Wednesday. The stock has a market capitalization of $9.65 billion, a P/E ratio of 12.51 and a beta of 0.77. Dimensional International Value ETF has a 12 month low of $34.03 and a 12 month high of $40.90. The firm’s fifty day simple moving average is $38.41 and its 200 day simple moving average is $37.31.

Dimensional International Value ETF Announces Dividend

The company also recently disclosed a dividend, which will be paid on Thursday, March 27th. Stockholders of record on Tuesday, March 25th will be given a dividend of $0.1417 per share. The ex-dividend date is Tuesday, March 25th.

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.