NerdWallet Wealth Partners LLC Makes New Investment in Dimensional International Value ETF $DFIV

NerdWallet Wealth Partners LLC acquired a new position in Dimensional International Value ETF (NYSEARCA:DFIV) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 18,783 shares of the company’s stock, valued at approximately $1,015,000. Dimensional International Value ETF comprises 0.3% of NerdWallet Wealth Partners LLC’s investment portfolio, making the stock its 29th biggest holding.

A number of other large investors also recently modified their holdings of the stock. Forteris Wealth Management Inc. bought a new stake in shares of Dimensional International Value ETF in the 4th quarter worth $3,375,000. Clark Asset Management LLC boosted its holdings in Dimensional International Value ETF by 69.2% during the fourth quarter. Clark Asset Management LLC now owns 43,310 shares of the company’s stock worth $2,161,000 after purchasing an additional 17,712 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Dimensional International Value ETF by 399.3% during the first quarter. Geneos Wealth Management Inc. now owns 28,233 shares of the company’s stock worth $1,490,000 after purchasing an additional 22,578 shares during the last quarter. Drive Wealth Management LLC grew its position in Dimensional International Value ETF by 71.6% in the 4th quarter. Drive Wealth Management LLC now owns 25,359 shares of the company’s stock worth $1,265,000 after purchasing an additional 10,584 shares in the last quarter. Finally, Choreo LLC increased its stake in Dimensional International Value ETF by 7.3% in the 4th quarter. Choreo LLC now owns 1,426,283 shares of the company’s stock valued at $71,457,000 after buying an additional 96,474 shares during the last quarter.

Dimensional International Value ETF Stock Performance

NYSEARCA:DFIV opened at $57.65 on Friday. Dimensional International Value ETF has a 52 week low of $44.06 and a 52 week high of $57.89. The firm has a 50-day moving average price of $55.53 and a two-hundred day moving average price of $54.59. The firm has a market cap of $21.51 billion, a price-to-earnings ratio of 12.09 and a beta of 0.66.

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.