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DFIV Stock Price, Chart, Stats & News

Dimensional - International Value ETF
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Foreign Large Value
Category
0.27%
Expense ratio
20.17B
Assets
33.44%
1Y return

DFIV chart

1M
3M
1Y
5Y
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DFIV returns

YTD
12.20%
1Y
33.44%
3Y
23.87%
5Y
14.18%
10Y
11.94%
1Y volatility13.32%
3Y volatility12.70%
Sharpe ratio1.51

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

HoldingOwnership
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%

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