Dimensional International Value ETF DFIV should provide a long-term edge by applying modest factor tilts to the value side of the developed international stock market. Its broad diversification and style positioning earn it a Process Pillar rating upgrade to Above Average.
Dimensional International Value ETF DFIV
Morningstar’s Analysis DFIV
Will DFIV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | 3.63 | 268.9 Mil | Energy |
TotalEnergies SE | 3.09 | 228.8 Mil | Energy |
Novartis AG ADR | 1.41 | 104.7 Mil | Healthcare |
HSBC Holdings PLC ADR | 1.38 | 102.1 Mil | Financial Services |
Compagnie de Saint-Gobain SA | 1.26 | 93.4 Mil | Industrials |
Zurich Insurance Group AG | 1.16 | 85.7 Mil | Financial Services |
UBS Group AG | 1.11 | 82.6 Mil | Financial Services |
Mercedes-Benz Group AG | 1.09 | 80.5 Mil | Consumer Cyclical |
Sanofi SA | 1.06 | 78.8 Mil | Healthcare |
The Toronto-Dominion Bank | 1.00 | 74.4 Mil | Financial Services |