Baker Boyer National Bank Reduces Holdings in Dimensional International Value ETF
Baker Boyer National Bank has decreased its investment in the Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.7% during the third quarter, as indicated in its latest filing with the Securities and Exchange Commission (SEC). Following the sale of 4,188 shares, the bank now holds a total of 235,897 shares of the ETF.
The Dimensional International Value ETF represents 3.0% of Baker Boyer National Bank’s overall investment portfolio, ranking as its sixth largest holding. As per the most recent SEC filing, the bank's ownership in the ETF is roughly 0.12%, amounting to a value of $8,983,000.
In addition to Baker Boyer National Bank, several other institutional investors have also adjusted their positions in the Dimensional International Value ETF. For instance, Turtle Creek Wealth Advisors LLC acquired a new stake valued at $28,000 in the second quarter. Similarly, Ashton Thomas Private Wealth LLC purchased additional shares worth about $38,000, while Gradient Investments LLC made a new investment of approximately $75,000 in the same period. First Community Trust NA and Ridgewood Investments LLC also took new positions in the ETF, valued at about $100,000 and $112,000 respectively.
Dimensional International Value ETF Market Performance
As of Monday, DFIV shares opened at $37.61. The ETF boasts a market capitalization of $7.41 billion and a price-to-earnings (P/E) ratio of 9.47, alongside a beta of 0.74. The ETF's 50-day simple moving average is $37.49, and the 200-day simple moving average stands at $36.99. Over the past twelve months, the Dimensional International Value ETF has seen a low of $30.80 and a high of $38.51.
About Dimensional International Value ETF
The Dimensional International Value ETF (DFIV) is designed to track the MSCI World ex USA (net div.) index. This actively managed exchange-traded fund provides exposure to large value stocks from developed international markets, while strategically minimizing federal taxes on performance returns. Launched on April 16, 1999, DFIV is managed by Dimensional.
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