ETFs

Baker Boyer National Bank Reduces Holdings in Dimensional International Value ETF

Published October 21, 2024

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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