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
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Portfolio Holdings DFIS

More DFIS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P 500 Future Sept 26

1.03 59M
—

Telecom Italia SpA

0.54 31M
Communication Services

VAT Group AG

0.47 27M
Industrials

Shibaura Mechatronics Corp

0.43 25M
Technology

Qiagen NV

0.41 24M
Healthcare

Bawag Group AG Ordinary Shares

0.41 24M
Financial Services

Mercari Inc

0.40 23M
Consumer Cyclical

Finning International Inc

0.35 20M
Industrials

Rexel SA

0.34 20M
Technology

Swiss Prime Site AG

0.32 18M
Real Estate

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