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
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 Sector/Industry Breakdown
DFIV Top 10 Holdings
DFIV Performance Statistics
DFIV Economic Development
DFIV Benchmark Comparison Summary
DFIV Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.