Falcon Wealth Planning Has $66.47 Million Stock Holdings in Dimensional International Value ETF $DFIV

Falcon Wealth Planning raised its stake in Dimensional International Value ETF (NYSEARCA:DFIV) by 0.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,259,446 shares of the company’s stock after purchasing an additional 10,524 shares during the quarter. Dimensional International Value ETF accounts for about 4.5% of Falcon Wealth Planning’s portfolio, making the stock its 6th biggest position. Falcon Wealth Planning owned approximately 0.36% of Dimensional International Value ETF worth $66,474,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Embree Financial Group boosted its holdings in Dimensional International Value ETF by 24.1% during the 4th quarter. Embree Financial Group now owns 379,530 shares of the company’s stock worth $18,939,000 after acquiring an additional 73,689 shares during the last quarter. Baring Financial LLC bought a new stake in shares of Dimensional International Value ETF in the 4th quarter worth $3,309,000. Clark Asset Management LLC raised its holdings in shares of Dimensional International Value ETF by 69.2% in the fourth quarter. Clark Asset Management LLC now owns 43,310 shares of the company’s stock valued at $2,161,000 after purchasing an additional 17,712 shares during the last quarter. Forteris Wealth Management Inc. purchased a new stake in shares of Dimensional International Value ETF in the fourth quarter valued at about $3,375,000. Finally, Elmwood Wealth Management Inc. bought a new position in shares of Dimensional International Value ETF during the fourth quarter valued at about $1,170,000.

Dimensional International Value ETF Stock Performance

Dimensional International Value ETF stock opened at $54.06 on Friday. Dimensional International Value ETF has a fifty-two week low of $42.28 and a fifty-two week high of $56.31. The firm’s 50-day simple moving average is $55.16 and its 200 day simple moving average is $53.39. The stock has a market cap of $18.93 billion, a PE ratio of 12.09 and a beta of 0.67.

About Dimensional International Value ETF

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.