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Dimensional International Sm Cp Val ETF DISV

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

Morningstar’s Analysis DISV

Will DISV 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 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.

A potent foreign small-value fund.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA International Small Cap Value Portfolio follows a well-designed strategy that pursues small stocks trading at lower valuations. Dimensional made several cuts to its expense ratio over the past few years, which should provide this strategy with a durable advantage over the long run.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DISV

More DISV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P 500 Emini Fut Jun24

2.19 42.7 Mil
—

Banco de Sabadell SA

1.18 23.0 Mil
Financial Services

Baloise Holding AG

0.89 17.4 Mil
Financial Services

Vistry Group PLC

0.89 17.3 Mil
Consumer Cyclical

KION GROUP AG

0.85 16.6 Mil
Industrials

BPER Banca SpA

0.79 15.4 Mil
Financial Services

Adecco Group AG

0.78 15.3 Mil
Industrials

Marks & Spencer Group PLC

0.76 14.9 Mil
Consumer Cyclical

Swiss Prime Site AG

0.73 14.3 Mil
Real Estate

SCOR SE Act. Prov. Regpt.

0.71 13.9 Mil
Financial Services