Lakeshore Financial Planning Inc. Has $11.46 Million Stock Holdings in Dimensional International Value ETF (NYSEARCA:DFIV)

Lakeshore Financial Planning Inc. decreased its stake in Dimensional International Value ETF (NYSEARCA:DFIV) by 35.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 300,852 shares of the company’s stock after selling 165,289 shares during the period. Dimensional International Value ETF accounts for about 5.0% of Lakeshore Financial Planning Inc.’s holdings, making the stock its 8th biggest position. Lakeshore Financial Planning Inc.’s holdings in Dimensional International Value ETF were worth $11,457,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Oppenheimer & Co. Inc. purchased a new position in Dimensional International Value ETF in the first quarter valued at approximately $279,000. TCI Wealth Advisors Inc. boosted its holdings in Dimensional International Value ETF by 2.6% in the 1st quarter. TCI Wealth Advisors Inc. now owns 1,206,165 shares of the company’s stock worth $44,327,000 after buying an additional 30,211 shares during the period. Cowa LLC boosted its holdings in shares of Dimensional International Value ETF by 9.7% in the first quarter. Cowa LLC now owns 261,216 shares of the company’s stock worth $9,600,000 after acquiring an additional 23,183 shares during the period. Verus Financial Partners Inc. lifted its holdings in Dimensional International Value ETF by 3.8% during the 1st quarter. Verus Financial Partners Inc. now owns 772,243 shares of the company’s stock worth $28,380,000 after purchasing an additional 28,392 shares in the last quarter. Finally, Tranquility Partners LLC boosted its position in shares of Dimensional International Value ETF by 6.6% in the first quarter. Tranquility Partners LLC now owns 11,762 shares of the company’s stock valued at $432,000 after acquiring an additional 728 shares during the period.

Dimensional International Value ETF Stock Up 1.4 %

Dimensional International Value ETF stock opened at $37.38 on Friday. The stock has a market cap of $7.36 billion, a price-to-earnings ratio of 9.47 and a beta of 0.74. The business has a 50-day simple moving average of $37.42 and a 200 day simple moving average of $37.03. Dimensional International Value ETF has a 52 week low of $31.43 and a 52 week high of $38.51.

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.