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Dimensional International Value ETF DFIV

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.

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.

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Portfolio Holdings DFIV

  • 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)

3.66 281.5 Mil
Energy

TotalEnergies SE

2.95 227.0 Mil
Energy

Novartis AG ADR

1.45 111.5 Mil
Healthcare

HSBC Holdings PLC ADR

1.31 100.5 Mil
Financial Services

Zurich Insurance Group AG

1.25 96.1 Mil
Financial Services

Compagnie de Saint-Gobain SA

1.19 91.3 Mil
Industrials

The Toronto-Dominion Bank

1.15 88.4 Mil
Financial Services

Sanofi SA

1.10 84.5 Mil
Healthcare

Mercedes-Benz Group AG

1.08 82.7 Mil
Consumer Cyclical

National Australia Bank Ltd

1.07 82.0 Mil
Financial Services