DFA International Small Cap Value Portfolio follows a well-designed strategy that pursues small stocks trading at lower valuations. Dimensional made several cuts to its expense ratio over the past few years, which should provide this strategy with a durable advantage over the long run.
Dimensional International Sm Cp Val ETF DISV
Morningstar’s Analysis DISV
Will DISV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Baloise Holding AG | 0.99 | 18.7 Mil | Financial Services |
Vistry Group PLC | 0.88 | 16.6 Mil | Consumer Cyclical |
Marks & Spencer Group PLC | 0.82 | 15.5 Mil | Consumer Cyclical |
BPER Banca SpA | 0.77 | 14.6 Mil | Financial Services |
Swiss Prime Site AG | 0.75 | 14.2 Mil | Real Estate |
KION GROUP AG | 0.73 | 13.8 Mil | Industrials |
Adecco Group AG | 0.67 | 12.7 Mil | Industrials |
Whitecap Resources Inc | 0.65 | 12.2 Mil | Energy |
Bellway PLC | 0.65 | 12.2 Mil | Consumer Cyclical |
Helvetia Holding AG | 0.64 | 12.0 Mil | Financial Services |