(DFIV) Dimensional International - Ratings and Ratios

The Dimensional International Value ETF (DFIV) is an exchange-traded fund that focuses on investing in large non-U.S. companies with developed markets, specifically targeting stocks with lower relative prices. The funds strategy is centered around tax efficiency, aiming to minimize and delay the realization of net capital gains, while maximizing long-term capital gains that are taxable at lower rates.

From a portfolio management perspective, the Advisor employs a disciplined approach to buying and selling securities, prioritizing tax-loss harvesting and long-term gain optimization. This strategy is designed to enhance after-tax returns for investors. The funds investment universe comprises large-cap companies in developed international markets, providing a diversified portfolio with exposure to value-oriented stocks.

To evaluate the funds performance, key performance indicators (KPIs) such as tracking error, information ratio, and Sharpe ratio can be employed. Additionally, metrics like price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and dividend yield can provide insights into the funds value orientation and potential for long-term growth. The funds AUM of $12.316 billion indicates a significant asset base, which can contribute to economies of scale and potentially lower expense ratios.

By analyzing the funds characteristics, investors can assess its potential to deliver value-oriented returns with a tax-efficient investment strategy. The funds focus on large-cap international companies with developed markets provides a relatively stable investment universe, while the Advisors disciplined approach to tax management can help optimize after-tax returns.