DFA International Small Cap Value Portfolio follows a well-designed strategy that pursues small stocks trading at lower valuations. Dimensional made several cuts to its expense ratio over the past few years, which should provide this strategy with a durable advantage over the long run.
Dimensional International Sm Cp Val ETF DISV
Morningstar’s Analysis DISV
Will DISV 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 7.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Baloise Holding AG | 0.97 | 18.6 Mil | Financial Services |
Vistry Group PLC | 0.92 | 17.6 Mil | Consumer Cyclical |
Marks & Spencer Group PLC | 0.89 | 17.0 Mil | Consumer Cyclical |
KION GROUP AG | 0.79 | 15.2 Mil | Industrials |
BPER Banca SpA | 0.77 | 14.7 Mil | Financial Services |
Adecco Group AG | 0.76 | 14.6 Mil | Industrials |
Swiss Prime Site AG | 0.75 | 14.3 Mil | Real Estate |
Bellway PLC | 0.68 | 13.0 Mil | Consumer Cyclical |
Helvetia Holding AG | 0.63 | 12.0 Mil | Financial Services |
SCOR SE Act. Prov. Regpt. | 0.62 | 11.9 Mil | Financial Services |