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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 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.

Emphasizes cheap but low-quality stocks.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

Dimensional International Value Portfolio leans into stocks trading at low valuations, but these names tend to be lower quality than those found in the benchmark index. Low fees heighten the appeal of this fund, and it should reward investors who can weather the volatility. The cheapest institutional share class earns a Morningstar Analyst Rating upgrade to Silver, while the more expensive R2 share class earns an Analyst Rating of Bronze. The ETF is new to coverage and its 0.30% fee earns it an Analyst Rating of Silver.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DFIV

More DFIV Holdings
  • Current Portfolio Date
  • Equity Holdings 553
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

4.00
217,185,736
Energy

TotalEnergies SE

3.07
166,935,140
Energy

Novartis AG ADR

1.95
105,890,141
Healthcare

Mercedes-Benz Group AG

1.56
84,648,110
Consumer Cyclical

Zurich Insurance Group AG

1.38
74,876,505
Financial Services

HSBC Holdings PLC ADR

1.35
73,437,347
Financial Services

Bank of Nova Scotia

1.20
64,956,827
Financial Services

Toyota Motor Corp

1.16
62,811,061
Consumer Cyclical

Bayer AG

1.14
62,044,233
Healthcare

Compagnie Financiere Richemont SA Class A

1.01
55,095,672
Consumer Cyclical