Summary
Dimensional International Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 3,395 | $114,309.65 | $120,929.9 | $6,620.25 | 5.79% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 603,074 | $17.31M | $21.47M | $4.17M | 24.08% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,964 | $99,797.88 | $105,325.74 | $5,527.86 | 5.54% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 82,505 | $2.61M | $2.94M | $324,788.91 | 12.43% |
| SS Scott Solod Kelly Financial Group LLC | 286,288 | $7.21M | $10.08M | $2.87M | 39.8% |
Dimensional International Small Cap ETF (DFIS) FAQ
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Dimensional International Small Cap ETF Profile
| BATS Exchange | US Country |
Overview
The Portfolio represents a strategic financial vehicle focused on harnessing the growth potential of small, non-U.S. companies situated in developed markets. It adopts a market capitalization weighted approach to select securities, ensuring a broad representation of the small-cap segment in these regions. The Portfolio is particularly distinctive for its tactical emphasis on certain investment criteria, including a preference for companies with smaller capitalizations, those priced lower relative to their intrinsic value, and/or those exhibiting higher profitability metrics. This approach is designed to navigate and exploit the nuanced dynamics of developed non-U.S. markets, aiming to deliver consistent returns to its investors.
Products and Services
- Market Capitalization Weighted Securities
- Emphasis on Smaller Capitalization Companies
- Investment in Lower Relative Price Stocks
- Preference for Higher Profitability Stocks
A fundamental product of the Portfolio, this approach involves purchasing securities in a manner directly proportional to their market capitalization. Specifically targeting the small-cap segment within developed, non-U.S. markets, this strategy aims to ensure a diversified and balanced investment portfolio that mirrors the market’s broader movements and opportunities.
In its portfolio construction, the Portfolio specifically seeks out companies with smaller market capitalizations. This focus is based on the premise that these entities offer significant growth potential, often being more agile and innovative than their larger counterparts, potentially leading to superior long-term returns.
The Portfolio engages in a value-oriented investment strategy, targeting stocks priced lower relative to their fundamental value. This approach is grounded in the belief that such securities are undervalued by the market and, as such, present an opportunity for appreciable capital appreciation as their true value is recognized over time.
Another pillar of the Portfolio’s strategy is the preference for investing in companies demonstrating higher profitability. This criterion is indicative of well-managed, financially robust businesses capable of generating sustainable earnings. Such companies are deemed to possess a stronger potential for enduring success, thereby contributing to the Portfolio’s overall performance and stability.
