DFIV Dimensional International Value ETF
What is DFIV?
DFIV is an actively managed fund that provides exposure to large value stocks from developed markets while minimizing federal taxes on performance returns.
DFIV Factset Analytics Insight
DFIV invests in large value stocks 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 that are determined to be large companies. The fund’s definition of large companies may change depending on market conditions and at the advisor’s 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.
DFIV Summary Data
Peers
Fund Flows
DFIV Portfolio Data
DFIV Index Data
DFIV Portfolio Management
DFIV Tax Exposures
DFIV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFIV. DFIV is rated a 5 out of 5.
DFIV Tradability
DFIV Sector/Industry Breakdown
Benchmark
DFIV Top 10 Holdings
DFIV Performance Statistics
DFIV Countries
Benchmark
DFIV Regions
Benchmark
DFIV Economic Development
Benchmark
DFIV Benchmark Comparison Summary
Benchmark
DFIV Benchmark Comparison Market Cap Size
Benchmark
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.