Root Financial Partners LLC Boosts Position in Dimensional International Value ETF $DFIV

Root Financial Partners LLC boosted its position in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 825,294 shares of the company’s stock after buying an additional 44,900 shares during the period. Dimensional International Value ETF accounts for approximately 2.1% of Root Financial Partners LLC’s portfolio, making the stock its 12th biggest holding. Root Financial Partners LLC’s holdings in Dimensional International Value ETF were worth $41,182,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Embree Financial Group increased its holdings in shares of Dimensional International Value ETF by 24.1% in the fourth quarter. Embree Financial Group now owns 379,530 shares of the company’s stock valued at $18,939,000 after purchasing an additional 73,689 shares during the period. Baring Financial LLC acquired a new position in shares of Dimensional International Value ETF in the fourth quarter valued at approximately $3,309,000. Clark Asset Management LLC increased 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 period. Elmwood Wealth Management Inc. acquired a new position in shares of Dimensional International Value ETF in the fourth quarter valued at approximately $1,170,000. Finally, Forteris Wealth Management Inc. acquired a new position in shares of Dimensional International Value ETF in the fourth quarter valued at approximately $3,375,000.

Dimensional International Value ETF Trading Down 0.4%

NYSEARCA:DFIV opened at $55.44 on Tuesday. The firm has a market cap of $19.41 billion, a P/E ratio of 12.09 and a beta of 0.68. The stock’s 50 day simple moving average is $54.42 and its 200-day simple moving average is $52.45. Dimensional International Value ETF has a 12-month low of $41.90 and a 12-month high of $56.31.

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.