Dimensional International Value ETFDFIV
DFIV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
114% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 21
63% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 145
12% more capital invested
Capital invested by funds: $6.12B [Q2] → $6.84B (+$714M) [Q3]
5% more funds holding
Funds holding: 493 [Q2] → 517 (+24) [Q3]
1.04% more ownership
Funds ownership: 83.35% [Q2] → 84.4% (+1.04%) [Q3]
4% less funds holding in top 10
Funds holding in top 10: 75 [Q2] → 72 (-3) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for DFIV.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
DFIV: International Value ETF Beating Competitors
Dimensional International Value ETF is invested in over 400 international companies with value characteristics. The DFIV ETF portfolio is well-diversified, with a focus on Japan and financials. Not only valuation but also growth metrics look good compared to an international benchmark.
Positive
Seeking Alpha
6 months ago
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.
Positive
ETF Trends
7 months ago
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.
Positive
Seeking Alpha
8 months ago
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.
Positive
Seeking Alpha
1 year ago
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.
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