Dimensional International Value ETF (DFIV)

Overview

The Dimensional International Value ETF (DFIV) seeks to provide long-term capital appreciation by investing in a broad and diverse portfolio of international value stocks. It focuses on companies with smaller market capitalizations and relatively low prices in relation to their book value, sales, or cash flow. It aims to outperform the broad international value market.

Reputation and Reliability

Dimensional Fund Advisors (DFA) is known for its systematic, research-driven investment approach and long track record. They are considered highly reputable and reliable in the market.

Management Expertise

DFA has a strong team of experienced investment professionals and academics who develop and implement their investment strategies based on empirical research and a long-term perspective.

Goal

To achieve long-term capital appreciation by investing in a diversified portfolio of international value stocks.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index, but rather uses a systematic, rules-based approach to select and weight value stocks. It emphasizes companies with relatively low prices in relation to their book value, sales, or cash flow.

Composition The ETF primarily holds common stocks of companies located in developed markets outside of the United States.

Market Share: DFIV holds a moderate market share within the international value ETF category.

Total Net Assets (AUM): 5780000000

Key Competitors

• VEA
• IVLU
• EFV
• IHDG
• EFAV

Competitive Landscape

The international value ETF market is competitive, with several large players dominating the space. DFIV distinguishes itself through its systematic, research-driven approach. Its advantages include lower expense ratios than many actively managed funds and a disciplined investment process. A disadvantage is that its performance can deviate from market-cap weighted indices.

Historical Performance: Historical performance data is readily available through financial data providers. Data must be updated frequently.

Benchmark Comparison: The ETF's performance should be compared to a relevant international value benchmark index, such as the MSCI EAFE Value Index, to assess its effectiveness.

Expense Ratio: 0.35

Average Trading Volume

DFIV exhibits moderate liquidity with an average daily trading volume that facilitates efficient trading for most investors.

Bid-Ask Spread

The typical bid-ask spread for DFIV is relatively tight, indicating lower transaction costs for investors.

Market Environment Factors

Economic growth in developed international markets, interest rate policies, and currency fluctuations are significant factors affecting DFIV's performance.

Growth Trajectory

DFIV's growth is tied to the performance of international value stocks. Changes in strategy and holdings are driven by DFA's systematic investment process.

Competitive Edge

DFIV benefits from DFA's established reputation and research-driven approach. Its systematic, rules-based methodology provides a disciplined way to invest in international value stocks, potentially leading to better risk-adjusted returns over the long term. The ETF's relatively low expense ratio is also a competitive advantage. These aspects differentiate DFIV from many actively managed international value funds.

Volatility

DFIV's volatility is generally consistent with other international value equity funds. Specific volatility metrics are available from financial data providers.

Market Risk

The ETF is subject to market risk associated with international equity investments, including economic and political risks specific to the countries in which the underlying companies are located.

Ideal Investor Profile

The ideal investor for DFIV is one seeking long-term capital appreciation through international value stocks, is comfortable with market fluctuations, and appreciates a systematic investment approach.

Market Risk

DFIV is best suited for long-term investors who want diversified exposure to international value stocks and are willing to accept moderate market risk.

Dimensional International Value ETF (DFIV) provides exposure to international value stocks using a systematic, research-driven approach. It aims for long-term capital appreciation. DFA's reputation, lower expense ratio, and disciplined investment process are competitive advantages. DFIV is suited for long-term investors seeking international value exposure and are comfortable with moderate market risk. Potential investors should carefully consider its suitability in the context of their broader portfolio and risk tolerance.

Data Sources:

• Dimensional Fund Advisors (DFA)
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results.