Key stats
About Dimensional International Value ETF
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Inception date
Sep 13, 2021
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Dimensional Fund Advisors LP
Distributor
DFA Securities LLC
DFIV invests in stocks in developed markets ex-U.S. while maximizing the after-tax value of their investments. Using tax management strategies, the fund selects undervalued stocks from developed markets outside the United States may tilt towards large companies. The funds definition of large companies may change depending on market conditions and at the advisors discretion. Holdings are weighted primarily by market-cap but also considers free-float, momentum, trading strategies, liquidity, size, relative price, and profitability, among other factors. On Sep. 13, 2021, DFIV converted from a mutual fund called DFA Tax Managed International Value Portfolio to an actively managed ETF structure starting with net assets amounting to $3.5 billion.
Classification
What's in the fund
Exposure type
Finance
Energy Minerals
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.