Castle Wealth Management LLC Invests $4 Million in Dimensional International Value ETF $DFIV

Castle Wealth Management LLC acquired a new stake in Dimensional International Value ETF (NYSEARCA:DFIV) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 86,643 shares of the company’s stock, valued at approximately $3,996,000. Dimensional International Value ETF comprises 1.3% of Castle Wealth Management LLC’s investment portfolio, making the stock its 25th largest holding.

A number of other large investors have also recently bought and sold shares of the business. Harbour Investments Inc. raised its holdings in Dimensional International Value ETF by 67.4% during the second quarter. Harbour Investments Inc. now owns 683 shares of the company’s stock valued at $29,000 after buying an additional 275 shares in the last quarter. JNBA Financial Advisors bought a new stake in shares of Dimensional International Value ETF during the 2nd quarter worth about $31,000. Gables Capital Management Inc. acquired a new position in shares of Dimensional International Value ETF during the 2nd quarter valued at about $43,000. CENTRAL TRUST Co bought a new position in shares of Dimensional International Value ETF in the 2nd quarter valued at approximately $46,000. Finally, Bogart Wealth LLC bought a new position in shares of Dimensional International Value ETF in the 3rd quarter valued at approximately $46,000.

Dimensional International Value ETF Stock Up 0.6%

Shares of DFIV stock opened at $52.15 on Friday. Dimensional International Value ETF has a 12 month low of $34.28 and a 12 month high of $52.16. The company has a market cap of $16.79 billion, a PE ratio of 12.09 and a beta of 0.71. The business’s 50 day moving average is $49.49 and its two-hundred day moving average is $46.86.

Dimensional International Value ETF Company 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.