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Dimensional International Value ETF DFIV

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFIV

Will DFIV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFIV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFIV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A considered approach to foreign value investing.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DFIV

More DFIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.78 273.1 Mil
Energy

TotalEnergies SE

3.23 233.5 Mil
Energy

HSBC Holdings PLC ADR

1.41 102.2 Mil
Financial Services

Novartis AG ADR

1.41 101.7 Mil
Healthcare

Compagnie de Saint-Gobain SA

1.23 89.1 Mil
Industrials

Mercedes-Benz Group AG

1.23 88.7 Mil
Consumer Cyclical

Zurich Insurance Group AG

1.13 81.3 Mil
Financial Services

Sanofi SA

1.10 79.4 Mil
Healthcare

Mitsubishi Corp

1.04 75.1 Mil
Industrials

UBS Group AG

1.01 73.1 Mil
Financial Services