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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 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.88 266.6 Mil
Energy

TotalEnergies SE

3.35 230.1 Mil
Energy

Novartis AG ADR

1.41 96.8 Mil
Healthcare

HSBC Holdings PLC ADR

1.31 90.3 Mil
Financial Services

Mercedes-Benz Group AG

1.30 89.6 Mil
Consumer Cyclical

Stellantis NV

1.20 82.4 Mil
Consumer Cyclical

Zurich Insurance Group AG

1.17 80.5 Mil
Financial Services

Compagnie de Saint-Gobain SA

1.17 80.4 Mil
Industrials

Toyota Motor Corp

1.16 79.9 Mil
Consumer Cyclical

UBS Group AG

1.08 74.5 Mil
Financial Services