Morningstar

Dimensional International Value ETF DFIV

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

Morningstar’s Analysis DFIV

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

  • People Pillar

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

A considered approach to foreign value investing.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Dimensional International Value should provide a long-term edge by applying modest factor tilts to the value side of the developed international stock market.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DFIV

More DFIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.40 736M
Energy

TotalEnergies SE

2.19 473M
Energy

Banco Santander SA

1.95 421M
Financial Services

Toyota Motor Corp

1.71 371M
Consumer Cyclical

Basf SE

1.20 261M
Basic Materials

HSBC Holdings PLC ADR

1.19 257M
Financial Services

Sumitomo Mitsui Financial Group Inc

1.04 224M
Financial Services

The Toronto-Dominion Bank

1.03 222M
Financial Services

Bayer AG

1.02 220M
Healthcare

Shell PLC

1.00 215M
Energy

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