Morningstar

Dimensional International Small Cap Value ETF DISV

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

Morningstar’s Analysis DISV

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

  • People Pillar

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

Small stocks at discount prices.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA International Small Cap Value Portfolio should hold up well against peers over the long run by following a cost-effective strategy that pursues small stocks trading at lower valuations.

by Daniel Sotiroff
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Portfolio Holdings DISV

More DISV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P 500 Future Dec 26

2.36 119M
—

Swiss Prime Site AG

0.84 43M
Real Estate

Carrefour

0.78 40M
Consumer Defensive

Kingfisher PLC

0.70 36M
Consumer Cyclical

Evonik Industries AG

0.70 36M
Basic Materials

Whitecap Resources Inc

0.70 35M
Energy

Syensqo SA

0.70 35M
Basic Materials

Centerra Gold Inc

0.68 34M
Basic Materials

B2Gold Corp

0.66 34M
Basic Materials

Mitsubishi Materials Corp

0.66 33M
Basic Materials

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