Morningstar

Dimensional International Small Cap ETF DFIS

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

Morningstar’s Analysis DFIS

Will DFIS 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 DFIS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFIS 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 DFIS’s parent organization’s priorities and whether they’re in line with investors’ interests.

An extensive small-cap portfolio with some modest advantages.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA International Small Company Portfolio follows a disciplined process and charges a low fee, which should give it an edge over most of its peers in the foreign small/mid-blend Morningstar Category.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFIS

More DFIS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VAT Group AG

0.45 26M
Industrials

Qiagen NV

0.40 23M
Healthcare

Dpm Metals Inc

0.38 22M
—

Poste Italiane SpA

0.38 22M
Industrials

Finning International Inc

0.36 21M
Industrials

thyssenkrupp AG

0.35 20M
Industrials

Orion Oyj Class B

0.32 18M
Healthcare

Shibaura Mechatronics Corp

0.31 18M
Technology

Rexel SA

0.31 18M
Technology

Gaztransport et technigaz SA

0.30 18M
Energy

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