Dimensional International Value ETF
DFIV

$38.38

1.51%

Market Cap: $8.18B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

71% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 133

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

6% more capital invested

Capital invested by funds: $5.77B [Q1] → $6.11B (+$336M) [Q2]

4% more funds holding

Funds holding: 470 [Q1] → 488 (+18) [Q2]

3% more funds holding in top 10

Funds holding in top 10: 72 [Q1] → 74 (+2) [Q2]

1.98% more ownership

Funds ownership: 81.2% [Q1] → 83.18% (+1.98%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for DFIV.

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Financial journalist opinion

DFIV: Dimensional's Approach To International Investing

Dimensional International Value ETF is an international value fund focusing on undervalued equities outside the U.S., with a competitive expense ratio of 0.27%. The DFIV fund is well-diversified with top holdings in oil and gas, financials being the largest sector allocation, and Japan as the largest country allocation. DFIV provides exposure to discounted stocks with potential for higher returns, but also carries risks such as foreign securities and currency risk.

DFIV: Dimensional's Approach To International Investing

Active ETFs: Bright Spots Beyond the Border

Active ETF strategies have stormed the scene over the past year and are growing at a dizzying pace. First-quarter net inflows into actively managed ETFs surged past the previous record to $66 billion.

Active ETFs: Bright Spots Beyond the Border

DFIV: When Value, Growth And Yield Come Together

Dimensional International Value ETF is an actively managed fund investing in companies with value characteristics outside the U.S. The portfolio is well-diversified across holdings, but quite heavy in Japanese companies and in financials. Not only valuation, but also growth metrics, dividend and performance look attractive.

DFIV: When Value, Growth And Yield Come Together

DFIV: Japan-Heavy Low-P/E Mix Worth Shortlisting

Listed in 2021, DFIV has an investment strategy focused on developed-world equities (outside the U.S.) with value characteristics. For an active strategy, DFIV has a reasonable expense ratio of just 27 bps. Its AUM of $6.1 billion is one of the largest in the sub class. The fund offers a mostly interesting value story with an overall strong performance since September 2021.

DFIV: Japan-Heavy Low-P/E Mix Worth Shortlisting

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