Curio Wealth LLC Makes New Investment in Dimensional International Value ETF (NYSEARCA:DFIV)

Curio Wealth LLC bought a new stake in Dimensional International Value ETF (NYSEARCA:DFIV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 16,730 shares of the company’s stock, valued at approximately $594,000.

Several other institutional investors and hedge funds have also modified their holdings of DFIV. Beta Wealth Group Inc. boosted its holdings in Dimensional International Value ETF by 4.4% in the 4th quarter. Beta Wealth Group Inc. now owns 9,625 shares of the company’s stock valued at $341,000 after purchasing an additional 410 shares during the period. Melfa Wealth Management Inc. raised its position in shares of Dimensional International Value ETF by 2.6% in the fourth quarter. Melfa Wealth Management Inc. now owns 16,604 shares of the company’s stock valued at $589,000 after buying an additional 424 shares in the last quarter. Assetmark Inc. boosted its stake in shares of Dimensional International Value ETF by 27.6% in the fourth quarter. Assetmark Inc. now owns 2,004 shares of the company’s stock valued at $71,000 after buying an additional 433 shares during the period. Capital Investment Advisory Services LLC grew its position in Dimensional International Value ETF by 3.3% during the fourth quarter. Capital Investment Advisory Services LLC now owns 14,489 shares of the company’s stock worth $514,000 after buying an additional 462 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its stake in Dimensional International Value ETF by 1.9% during the 4th quarter. Valeo Financial Advisors LLC now owns 27,013 shares of the company’s stock worth $958,000 after acquiring an additional 500 shares during the period.

Dimensional International Value ETF Stock Performance

NYSEARCA:DFIV opened at $40.01 on Monday. The company has a market cap of $9.39 billion, a price-to-earnings ratio of 12.03 and a beta of 0.77. Dimensional International Value ETF has a fifty-two week low of $34.03 and a fifty-two week high of $40.25. The stock has a fifty day moving average price of $37.73 and a 200-day moving average price of $37.16.

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.