Dimensional International Value Etf Profile
| DFIV Etf | USD 36.73 0.47 1.30% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Dimensional International is selling for under 36.73 as of the 30th of November 2024; that is 1.30 percent increase since the beginning of the trading day. The etf's lowest day price was 36.47. Dimensional International has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Dimensional International Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The Advisor buys and sells securities for the Portfolio with the goals of delaying and minimizing the realization of net capital gains and maximizing the extent to which any realized net capital gains are long-term in nature . Dimensional International is traded on NYSEARCA Exchange in the United States.. More on Dimensional International Value
Moving together with Dimensional Etf
| 0.96 | EFV | iShares MSCI EAFE | PairCorr |
| 0.97 | FNDF | Schwab Fundamental | PairCorr |
| 0.95 | VYMI | Vanguard International | PairCorr |
| 0.94 | IDV | iShares International | PairCorr |
| 0.97 | IVLU | iShares Edge MSCI | PairCorr |
Moving against Dimensional Etf
Dimensional Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Foreign Large Value, Dimensional Fund Advisors (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 1999-04-16 |
| Benchmark | MSCI World ex USA Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 7.9 Billion |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| Administrator | Citi Fund Services Ohio, Inc. |
| Advisor | Dimensional Fund Advisors LP |
| Custodian | Citibank, N.A. |
| Distributor | DFA Securities LLC |
| Portfolio Manager | Jed S. Fogdall, Mary T. Phillips, Bhanu P. Singh, Arun C. Keswani |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 537 |
| Market Maker | Virtu Financial |
| Total Expense | 0.3 |
| Management Fee | 0.25 |
| Country Name | USA |
| Returns Y T D | 9.96 |
| Name | Dimensional International Value ETF |
| Currency Code | USD |
| Open Figi | BBG012G21X53 |
| In Threey Volatility | 17.03 |
| 1y Volatility | 10.84 |
| 200 Day M A | 36.7182 |
| 50 Day M A | 37.1518 |
| Code | DFIV |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Dimensional International Value [DFIV] is traded in USA and was established 1999-04-16. The fund is listed under Foreign Large Value category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Size And Style ETFs. Dimensional International currently have 3.42 B in assets under management (AUM). , while the total return for the last 3 years was 9.5%.
Check Dimensional International Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional International Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Dimensional International Currency Exposure
Dimensional International Value holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Dimensional International will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Dimensional International Value.
Top Dimensional International Value Etf Constituents
| MUFG | Mitsubishi UFJ Financial | Stock | Financials | |
| BEN | Bendigo And Adelaide | Stock | Financials | |
| KBC | KBC Groep NV | Stock | Financials | |
| AZJ | Aurizon Holdings | Stock | Industrials | |
| GLEN | Glencore PLC | Stock | Materials | |
| UBSG | UBS Group AG | Stock | Banks—Diversified | |
| ARX | ARC Resources | Stock | Energy | |
| BKW | Brickworks | Stock | Materials |
Dimensional International Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.11) |
Dimensional International Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional International Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Dimensional International is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional International's value that differs from its market value or its book value, called intrinsic value, which is Dimensional International's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional International's market value can be influenced by many factors that don't directly affect Dimensional International's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.