DFIV ETF

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.

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.

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.

ICOW: Attractive Fundamentals, Average Performance

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.

Dimensional International Value ETF is an actively managed fund picking value stocks in developed countries except the U.S. It is overweight in financials, but it is well diversified across countries and holdings. Valuation ratios, growth metrics, recent performance, expense ratio and turnover make it more attractive than its largest competitor.

Dimensional International Value ETF invests in targeted developed, mature economies with high sovereign bond ratings. A low turnover ratio also suggests continuity in its holdings. DFIV's stock selection has been impressive so far, and its emphasis on basic materials, industrial, financial and healthcare stocks is delivering results. Major investments of DFIV had a good past 12 months. DFIV, too, registered a double-digit price growth, and a total return quite close to that of the S&P 500.