Dimensional - International Value ETF (DFIV) Research
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. Additionally, the fund concentrates its investments in equity securities of large corporations based outside the U.S., specifically in developed market countries, with the advisor selecting those deemed to be relatively undervalued.
Market snapshot
- Symbol
- DFIV
- Price
- $55.32
- Day change
- -0.22%
- Market cap
- $19.8B
- 52-week range
- 41.9-56.315
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Avantis Emerging Markets Equity ETF (AVEM)
- JPMorgan BetaBuilders Japan ETF (BBJP)
- Dimensional - World ex US Core Equity 2 ETF (DFAX)
- iShares MSCI Emerging Markets ex China ETF (EMXC)
- iShares Russell 2000 Value ETF (IWN)
- State Street SPDR Portfolio Emerging Markets ETF (SPEM)
- iShares TIPS Bond ETF (TIP)
- Vanguard Financials ETF (VFH)
Open Dimensional - International Value ETF (DFIV) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.