Forum Financial Management LP Lowers Stock Holdings in Dimensional International Small Cap ETF $DFIS

Forum Financial Management LP cut its holdings in Dimensional International Small Cap ETF (BATS:DFIS) by 96.2% in the 1st quarter, HoldingsChannel reports. The fund owned 43,878 shares of the company’s stock after selling 1,112,979 shares during the period. Forum Financial Management LP’s holdings in Dimensional International Small Cap ETF were worth $1,477,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Natixis Advisors LLC boosted its holdings in shares of Dimensional International Small Cap ETF by 21.0% during the fourth quarter. Natixis Advisors LLC now owns 9,669,395 shares of the company’s stock worth $318,510,000 after purchasing an additional 1,681,157 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its position in shares of Dimensional International Small Cap ETF by 1.3% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 3,571,543 shares of the company’s stock valued at $117,647,000 after purchasing an additional 45,937 shares during the period. First Citizens Bank & Trust Co. grew its position in shares of Dimensional International Small Cap ETF by 1.4% in the fourth quarter. First Citizens Bank & Trust Co. now owns 3,477,147 shares of the company’s stock valued at $114,537,000 after purchasing an additional 48,951 shares during the period. Creative Planning increased its stake in Dimensional International Small Cap ETF by 13.1% in the third quarter. Creative Planning now owns 2,361,977 shares of the company’s stock valued at $74,709,000 after purchasing an additional 272,771 shares during the last quarter. Finally, Park Avenue Securities LLC lifted its position in Dimensional International Small Cap ETF by 5.2% during the fourth quarter. Park Avenue Securities LLC now owns 1,687,512 shares of the company’s stock worth $55,587,000 after buying an additional 84,056 shares during the period.

Dimensional International Small Cap ETF Trading Down 0.5%

BATS DFIS opened at $34.99 on Tuesday. The business’s 50-day moving average price is $35.99 and its 200 day moving average price is $35.01. Dimensional International Small Cap ETF has a twelve month low of $29.53 and a twelve month high of $37.18. The company has a market capitalization of $3.34 billion, a PE ratio of 14.35 and a beta of 0.86.

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.