Planning Center Inc. Cuts Holdings in Dimensional International Small Cap ETF $DFIS

Planning Center Inc. lowered its position in Dimensional International Small Cap ETF (BATS:DFIS) by 4.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 411,631 shares of the company’s stock after selling 20,729 shares during the period. Dimensional International Small Cap ETF comprises approximately 1.4% of Planning Center Inc.’s investment portfolio, making the stock its 16th biggest position. Planning Center Inc.’s holdings in Dimensional International Small Cap ETF were worth $13,860,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Strategent Financial LLC grew its position in shares of Dimensional International Small Cap ETF by 3.8% during the 1st quarter. Strategent Financial LLC now owns 8,176 shares of the company’s stock valued at $275,000 after acquiring an additional 298 shares during the period. Dopkins Wealth Management LLC raised its holdings in Dimensional International Small Cap ETF by 1.7% in the 4th quarter. Dopkins Wealth Management LLC now owns 22,548 shares of the company’s stock worth $743,000 after purchasing an additional 371 shares during the period. Wells Fargo & Company MN raised its holdings in Dimensional International Small Cap ETF by 15.6% in the 4th quarter. Wells Fargo & Company MN now owns 3,196 shares of the company’s stock worth $105,000 after purchasing an additional 431 shares during the period. Tranquility Partners LLC boosted its position in Dimensional International Small Cap ETF by 3.2% during the first quarter. Tranquility Partners LLC now owns 16,297 shares of the company’s stock worth $553,000 after purchasing an additional 508 shares in the last quarter. Finally, Merit Financial Group LLC boosted its position in Dimensional International Small Cap ETF by 6.1% during the fourth quarter. Merit Financial Group LLC now owns 10,606 shares of the company’s stock worth $349,000 after purchasing an additional 611 shares in the last quarter.

Dimensional International Small Cap ETF Price Performance

Dimensional International Small Cap ETF stock opened at $35.52 on Monday. The stock has a market capitalization of $3.39 billion, a PE ratio of 14.35 and a beta of 0.86. The business has a 50 day simple moving average of $35.94 and a 200-day simple moving average of $35.09. Dimensional International Small Cap ETF has a 12 month low of $29.53 and a 12 month high of $37.18.

Dimensional International Small Cap ETF Company Profile

The Dimensional International Small Cap ETF (DFIS) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in a broad and diverse portfolio of small-cap companies in developed markets outside the US, selected and weighted by market capitalization, in aim of long-term capital appreciation. DFIS was launched on Mar 23, 2022 and is managed by Dimensional.