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 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Qiagen NV

0.45 26M
Healthcare

VAT Group AG

0.40 23M
Industrials

Dpm Metals Inc

0.37 21M
—

Poste Italiane SpA

0.35 20M
Industrials

Orion Oyj Class B

0.34 19M
Healthcare

Finning International Inc

0.33 19M
Industrials

thyssenkrupp AG

0.33 19M
Industrials

GEA Group AG

0.32 18M
Industrials

Mercari Inc

0.30 17M
Consumer Cyclical

Hiscox Ltd

0.30 17M
Financial Services

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