DFIV Stock Price, Chart, Stats & News

Dimensional - International Value ETF
Save
Foreign Large Value
Category
0.27%
Expense ratio
20.17B
Assets
33.44%
1Y return
DFIV chart
1M
3M
1Y
5Y
Loading chart...
DFIV returns
| YTD | 12.20% |
| 1Y | 33.44% |
| 3Y | 23.87% |
| 5Y | 14.18% |
| 10Y | 11.94% |
| 1Y volatility | 13.32% |
| 3Y volatility | 12.70% |
| Sharpe ratio | 1.51 |
About
The fund's manager actively trades investments for the portfolio, prioritizing tax efficiency. This involves both deferring and minimizing the recognition of overall capital gains, often by using capital losses to counteract existing or anticipated profits. A significant objective is also to ensure that any gains realized are classified as long-term, thus qualifying for more favorable tax rates.
Top 10 DFIV holdings
| Holding | Ownership |
|---|---|
Energy 3.23% | |
Financial Services 1.19% | |
Energy 1.04% | |
Health care 0.70% | |
Financial Services 0.41% | |
Financial Services 0.26% | |
Technology 0.25% | |
Basic Materials 0.21% | |
Financial Services 0.18% | |
Health care 0.13% |
Similar securities
Based on sector and market capitalization
Report issue




















