Dimensional International Value Portfolio Institutional Class (DFIVX)

Overview

The Portfolio operates as a feeder portfolio with the primary objective of achieving its investment goals through a substantial investment in its corresponding master fund, the DFA International Value Series, which is part of the DFA Investment Trust Company. By aligning its investment objective and policies directly with that of the DFA International Value Series, the Portfolio ensures a unified approach towards achieving its designated goals. The focus is on investing in large companies within developed markets, specific to countries that the advisor has identified and approved. This strategy emphasizes a broad international exposure, targeting value by investing in regions that offer potential for growth and stability.

Products and Services

• DFA International Value Series

  This series forms the core investment vehicle for the Portfolio, focusing on international value stocks. By investing almost exclusively in this master fund, the Portfolio leverages the expert analysis and strategic investment policies of the DFA International Value Series. These investments are aimed at large companies based in developed markets around the world, judged by the advisor to offer prospective value and returns.

• Developed Market Investments

  As a specific strategy within the broader framework, the Portfolio targets investments in companies situated in developed market countries that are pre-approved by the advisor. This focused approach allows for a refined selection process, prioritizing regions known for their economic stability and growth potential. It aims to offer investors exposure to international markets that are characterized by a higher degree of regulatory and economic maturity, seeking to capitalize on the intrinsic value found within these markets.