Dimensional International Value ETF (DFIV)

Overview

The Dimensional International Value ETF (DFIV) seeks to provide long-term capital appreciation by investing in a broad portfolio of international developed market companies with relatively high book-to-market ratios, indicating they are value stocks.

Reputation and Reliability

Dimensional Fund Advisors (DFA) is a well-respected firm known for its systematic, research-driven investment approach and low-cost ETFs.

Management Expertise

DFA has a highly experienced management team with a strong track record in factor-based investing and a focus on implementing its investment philosophy consistently.

Goal

To provide long-term capital appreciation.

Investment Approach and Strategy

Strategy: DFIV does not track a specific index but rather uses a systematic approach to identify and invest in international developed market value stocks based on their book-to-market ratio and other fundamental factors.

Composition Primarily holds stocks of companies located in international developed markets that are considered to be value stocks. The composition is diversified across various sectors and countries.

Market Share: Data unavailable

Total Net Assets (AUM): 10330000000

Key Competitors

• IVLU
• EFV
• IVAL
• IWBK
• PID

Competitive Landscape

The international value ETF market is competitive. DFIV's advantages include its systematic approach, low expense ratio, and DFA's strong reputation. Disadvantages might include underperformance relative to growth stocks during certain market cycles. Competitors may have different factor tilts or geographic exposures.

Historical Performance: Historical performance data requires live API requests and cannot be provided in this JSON response. Please refer to financial data providers for historical performance metrics.

Benchmark Comparison: Benchmark comparison requires live API requests and cannot be provided in this JSON response. Please refer to financial data providers for benchmark comparison metrics.

Expense Ratio: 0.003

Average Trading Volume

The ETF's liquidity is robust, characterized by strong average daily trading volume, implying that large orders can be executed without significant price impact.

Bid-Ask Spread

The bid-ask spread for DFIV is generally tight, indicating that the cost of trading the ETF is relatively low and efficient.

Market Environment Factors

Economic indicators such as global growth rates, interest rate policies, and currency fluctuations in international developed markets impact DFIV. Additionally, sector-specific trends and valuations within those markets influence performance.

Growth Trajectory

DFIV's growth depends on the performance of value stocks in international developed markets. Changes to strategy and holdings are driven by DFA's research and systematic investment process, but any notable changes are designed to enhance the fund's objectives.

Competitive Edge

DFIV's competitive advantage stems from its affiliation with Dimensional Fund Advisors, a firm known for its rigorous, research-driven investment process. The ETF benefits from DFA's systematic approach to identifying and investing in value stocks, minimizing human bias. Its low expense ratio is also a major competitive advantage. DFIV's focused approach to international value investing also provides a clear, definable market focus and a lower cost than competing products.

Volatility

DFIV's volatility is typical of international equity ETFs, and it can be influenced by market conditions and currency fluctuations.

Market Risk

DFIV faces the risk inherent in investing in international developed markets, including currency risk, political risk, and potential economic downturns in those regions. Value stocks may also underperform growth stocks during certain periods.

Ideal Investor Profile

The ideal investor is a long-term investor seeking international equity exposure with a value tilt. This ETF is suitable for investors comfortable with the risks associated with international markets and value investing.

Market Risk

DFIV is best suited for long-term investors or passive index followers seeking diversified international equity exposure with a value focus. It is less suitable for active traders seeking short-term gains.

Dimensional International Value ETF (DFIV) is a low-cost, well-diversified ETF offering exposure to value stocks in international developed markets. Managed by Dimensional Fund Advisors, it utilizes a systematic, research-driven approach. The ETF's performance depends on the relative performance of value stocks and conditions in international markets. It's a solid choice for long-term investors seeking international value exposure with a reputable fund manager and a low expense ratio.

Data Sources:

• Dimensional Fund Advisors Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data may not be precise and may be based on estimates.