Beta Wealth Group Inc. Trims Holdings in Dimensional International Value ETF $DFIV

Beta Wealth Group Inc. lowered its position in Dimensional International Value ETF (NYSEARCA:DFIV) by 28.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,327 shares of the company’s stock after selling 2,519 shares during the period. Beta Wealth Group Inc.’s holdings in Dimensional International Value ETF were worth $271,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Tortoise Investment Management LLC lifted its stake in Dimensional International Value ETF by 2.4% during the 2nd quarter. Tortoise Investment Management LLC now owns 178,157 shares of the company’s stock valued at $7,630,000 after acquiring an additional 4,155 shares during the period. Rockefeller Capital Management L.P. raised its holdings in shares of Dimensional International Value ETF by 4.1% during the second quarter. Rockefeller Capital Management L.P. now owns 378,536 shares of the company’s stock worth $16,213,000 after purchasing an additional 14,983 shares during the last quarter. Kingsview Wealth Management LLC acquired a new position in Dimensional International Value ETF during the second quarter valued at $5,114,000. Citizens Financial Group Inc. RI lifted its position in Dimensional International Value ETF by 6.1% during the second quarter. Citizens Financial Group Inc. RI now owns 12,987 shares of the company’s stock valued at $556,000 after purchasing an additional 751 shares during the period. Finally, Avantax Advisory Services Inc. boosted its holdings in Dimensional International Value ETF by 32.6% in the second quarter. Avantax Advisory Services Inc. now owns 54,980 shares of the company’s stock valued at $2,355,000 after purchasing an additional 13,511 shares during the last quarter.

Dimensional International Value ETF Stock Performance

NYSEARCA DFIV opened at $47.91 on Friday. The firm has a market capitalization of $14.58 billion, a P/E ratio of 12.09 and a beta of 0.71. The stock has a 50-day simple moving average of $46.36 and a two-hundred day simple moving average of $44.27. Dimensional International Value ETF has a fifty-two week low of $34.28 and a fifty-two week high of $48.40.

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.