Evanson Financial LLC Takes Position in Dimensional International Value ETF $DFIV

Evanson Financial LLC acquired a new stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,430,696 shares of the company’s stock, valued at approximately $77,286,000. Dimensional International Value ETF accounts for about 3.8% of Evanson Financial LLC’s investment portfolio, making the stock its 7th largest position.

A number of other large investors also recently modified their holdings of DFIV. RFG Advisory LLC increased its stake in Dimensional International Value ETF by 1.4% in the 4th quarter. RFG Advisory LLC now owns 14,178 shares of the company’s stock worth $707,000 after buying an additional 194 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management raised its holdings in Dimensional International Value ETF by 2.2% during the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 9,329 shares of the company’s stock valued at $466,000 after acquiring an additional 202 shares during the period. Concord Wealth Partners lifted its position in shares of Dimensional International Value ETF by 6.5% in the fourth quarter. Concord Wealth Partners now owns 3,450 shares of the company’s stock valued at $172,000 after acquiring an additional 211 shares in the last quarter. J. Derek Lewis & Associates Inc. lifted its position in shares of Dimensional International Value ETF by 1.2% in the first quarter. J. Derek Lewis & Associates Inc. now owns 17,489 shares of the company’s stock valued at $923,000 after acquiring an additional 215 shares in the last quarter. Finally, Summit Wealth Group LLC boosted its stake in shares of Dimensional International Value ETF by 5.2% in the first quarter. Summit Wealth Group LLC now owns 4,471 shares of the company’s stock worth $236,000 after acquiring an additional 219 shares during the period.

Dimensional International Value ETF Trading Up 0.2%

NYSEARCA:DFIV opened at $57.65 on Friday. The stock has a 50-day moving average price of $55.53 and a 200 day moving average price of $54.59. The stock has a market capitalization of $21.51 billion, a P/E ratio of 12.09 and a beta of 0.66. Dimensional International Value ETF has a 12-month low of $44.06 and a 12-month high of $57.89.

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.