Summary
DFIV Chart
DFIV: Active Management In International Value With Proven Results
The DFA Dimensional International Value ETF is rated a Buy, supported by strong historical returns and robust risk-adjusted performance versus peers. DFIV's diversified portfolio emphasizes financials and energy, with low tech exposure, and maintains a low expense ratio of 0.27%. The fund consistently outperformed its category and benchmark across 1-, 3-, 5-, and 10-year periods, with top-quartile risk-adjusted returns.
Confluence Wealth Services Inc. Acquires 71,238 Shares of Dimensional International Value ETF $DFIV
Confluence Wealth Services Inc. raised its holdings in Dimensional International Value ETF (NYSEARCA:DFIV) by 4.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,732,779 shares of the company's stock after buying an additional 71,238 shares during the quarter. Dimensional International Value
International Styling & Profiling: Vanguard's New ETFs
Vanguard turned up the competitive heat in international investing with today's launch of the Vanguard Developed Markets ex-US Value Index ETF (VDV) and the Vanguard Developed Markets ex-US Growth Index ETF (VDG).
Dimensional International Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,251 | $383,127.09 | $461,519.68 | $78,392.59 | 20.46% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 141 | $5,069.22 | $7,886.83 | $2,817.61 | 55.58% |
| CE Curtis Ellergodt Rothschild Investment LLC | 379 | $18,912 | $21,199.36 | $2,287.36 | 12.09% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,859 | $242,464 | $272,832.85 | $30,368.85 | 12.53% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 827,730 | $37.08M | $46.3M | $9.22M | 24.86% |
Dimensional International Value ETF (DFIV) FAQ
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Dimensional International Value ETF Profile
| ARCA Exchange | US Country |
Overview
The described investment strategy focuses on managing a portfolio comprised mainly of significant non-U.S. companies based in developed markets. Its dual-objective approach aims not only to delay and minimize the net capital gains—thereby tactically offsetting losses against gains but also to ensure these gains are predominantly long-term. Long-term gains are crucial as they are subjected to lower tax rates, optimizing the investor's tax situation. This strategy underlines a careful selection process to identify lower relative price stocks, suggesting a value investing approach within the international domain.
Products and Services
- Securities Buying and Selling
The service involves conducting transactions in securities, specifically by buying and selling them on behalf of the Portfolio. This activity is centered on a targeted strategy that includes identifying the right timing and the right securities to manage and optimize the Portfolio's performance in terms of tax efficiency and investment gains.
- Minimizing Realization of Net Capital Gains
This refers to strategies aimed at delaying or reducing the amount of net capital gains realized within the Portfolio. This is achieved by tactically selling stocks that incur capital losses to counterbalance any gains, whether they are already realized or anticipated. The goal is to manage the investment holdings in such a way that minimizes the tax impact on the investor, making the strategy fiscally advantageous.
- Maximizing Long-term Capital Gains
Another cornerstone of this investment approach is the focus on ensuring that any net capital gains realized are predominantly long-term. This strategy involves holding investments long enough for them to qualify for lower capital gains tax rates which benefits the investor by reducing their overall tax liability on investment gains. This is a critical aspect of the Portfolio’s tax-efficient investment approach.
- Investing in Large, Non-U.S. Companies
The fund specifically targets large companies based in countries with developed markets outside the United States. This investment choice is predicated on the belief that these companies offer a valuable addition to the Portfolio by virtue of their stability, potential for growth, and the diversification they provide. This focus on lower relative price stocks indicates a strategy leaning towards value investing, aiming to select stocks that are undervalued in comparison to their intrinsic value.
