DFIV 📈 Dimensional International - Overview

The investment strategy of Dimensional International Value ETF (NYSE ARCA:DFIV) is centered around a tax-efficient approach, where the Advisor actively manages the buying and selling of securities to achieve two primary objectives. Firstly, the goal is to delay and minimize the realization of net capital gains, which is accomplished by strategically selling stocks with capital losses to offset both realized and anticipated gains. This approach helps to reduce the tax liability for investors. Secondly, the Advisor aims to maximize the extent to which any realized net capital gains are long-term in nature, making them taxable at lower capital gains tax rates, which can result in higher after-tax returns for investors.

The fund's investment universe is comprised of large non-U.S. companies listed in countries with developed markets. The Advisor employs a value investing approach, focusing on securities that are deemed to be lower relative price stocks. This means that the fund typically invests in established companies with lower price-to-earnings ratios, price-to-book ratios, or other metrics that indicate undervaluation. By targeting these types of companies, the fund seeks to capitalize on potential mispricings in the market and generate long-term returns for investors. With an ISIN of US25434V8072, the Dimensional International Value ETF is classified as an exchange-traded fund (ETF) and falls under the Foreign Large Value ETF category.

In terms of its investment characteristics, the Dimensional International Value ETF (NYSE ARCA:DFIV) is designed to provide investors with exposure to a diversified portfolio of non-U.S. large-cap value stocks. The fund's holdings are selected based on a rigorous evaluation process, which takes into account various factors such as a company's financial health, competitive position, and growth prospects. By investing in a broad range of countries and industries, the fund aims to spread risk and increase potential returns over the long term. As a result, the Dimensional International Value ETF can be a valuable addition to a diversified investment portfolio, offering investors a unique combination of international equity exposure and tax-efficient management.