Dimensional International Value ETF $DFIV is Sterling Financial Planning Inc.’s 6th Largest Position

Sterling Financial Planning Inc. raised its position in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 321,412 shares of the company’s stock after buying an additional 5,919 shares during the period. Dimensional International Value ETF comprises about 4.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 6th biggest holding. Sterling Financial Planning Inc.’s holdings in Dimensional International Value ETF were worth $13,766,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Jane Street Group LLC purchased a new stake in shares of Dimensional International Value ETF during the first quarter worth about $81,583,000. Maseco LLP purchased a new stake in Dimensional International Value ETF in the 2nd quarter worth approximately $45,512,000. Kestra Investment Management LLC lifted its holdings in Dimensional International Value ETF by 63.0% in the 1st quarter. Kestra Investment Management LLC now owns 2,407,903 shares of the company’s stock worth $94,775,000 after buying an additional 930,404 shares during the period. Focus Partners Wealth lifted its holdings in Dimensional International Value ETF by 5.5% in the 1st quarter. Focus Partners Wealth now owns 12,243,964 shares of the company’s stock worth $481,922,000 after buying an additional 639,870 shares during the period. Finally, Invst LLC purchased a new stake in Dimensional International Value ETF in the 1st quarter worth approximately $17,840,000.

Dimensional International Value ETF Stock Performance

NYSEARCA DFIV opened at $45.64 on Wednesday. The stock has a 50 day simple moving average of $45.73 and a two-hundred day simple moving average of $42.86. Dimensional International Value ETF has a fifty-two week low of $34.28 and a fifty-two week high of $46.71. The stock has a market cap of $13.74 billion, a P/E ratio of 12.09 and a beta of 0.79.

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.