Morningstar

Dimensional International Value ETF DFIV

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

Morningstar’s Analysis DFIV

Will DFIV outperform in the 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 should provide a long-term edge by applying modest factor tilts to the value side of the developed international stock markets.

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 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.73 810M
Energy

TotalEnergies SE

2.22 483M
Energy

Toyota Motor Corp

1.83 398M
Consumer Cyclical

Banco Santander SA

1.80 392M
Financial Services

Basf SE

1.25 272M
Basic Materials

Shell PLC

1.09 238M
Energy

HSBC Holdings PLC ADR

1.09 237M
Financial Services

BP PLC ADR

1.09 236M
Energy

The Toronto-Dominion Bank

1.03 224M
Financial Services

Zurich Insurance Group AG

1.03 223M
Financial Services

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