Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Dimensional International Value ETF(DFIV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFIV
11/12/2026: DFIV (5-star) is currently NOT-A-BUY. Pass it for now.
The Dimensional International Value ETF (DFIV) provides active, systematic exposure to developed market equities outside the U.S., specifically targeting firms with value and high-profitability characteristics. Its primary strengths lie in Dimensional's robust, evidence-based investment philosophy and the intentional filtering of low-quality 'value traps.' The fund serves as an excellent core or satellite holding for long-term investors aiming for systematic factor capture within international equities. Primary risks include market volatility, currency exposure, and the cyclical nature of value investing, which can lead to periods of underperformance. It is most suitable for patient, long-term investors who understand factor-based strategies and are looking for geographic diversification.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is specifically designed to target value stocks rather than high-growth momentum or speculative names. |
| Momentum investor | Weak fit | The fund's focus on value factors may run counter to momentum strategies that seek stocks with recent strong price trends. |
| Value investor | Strong fit | This fund is purpose-built for investors seeking systematic exposure to the value factor in international markets. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund focuses on price-to-book ratios rather than yield, making it a secondary consideration. |
| Low-risk investor | Mixed fit | International equities inherently carry currency and geopolitical risks, making this less suitable for ultra-conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, disciplined individual or institution seeking to enhance portfolio diversification through exposure to international value factors.
Suitability
DFIV is best suited for long-term investors building a core international equity allocation rather than active traders or short-term speculators.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments in international markets are subject to broader economic and market swings. |
| Market risk | High | The value of the portfolio will fluctuate based on the general performance of international stock markets. |
| Concentration | Medium | While diversified, the fund's specific focus on value stocks may lead to underperformance during periods when growth stocks dominate. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, so traditional tracking error is not applicable. |
| Liquidity | Low | The underlying holdings are generally large-cap international stocks with high liquidity. |
| Business/sector quality | Medium | The focus on profitability helps mitigate risks, but value stocks can sometimes be 'value traps' with declining businesses. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DFIV exhibits volatility consistent with global developed equity markets, often moderated slightly by the inclusion of higher-profitability, mature companies.
Market Risk
The primary risk is systemic exposure to international equity markets, influenced by geopolitical factors, currency fluctuations, and global economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (excluding US) | 100 | This exposure provides broad access to non-U.S. developed economy stocks, offering diversification away from U.S.-centric portfolios. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 26.39% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.