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DFIV - ETF AI Analysis

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DFIV

Dimensional International Value ETF (DFIV)

Rating:65Neutral
Price Target:
DFIV, the Dimensional International Value ETF, has a solid overall rating driven largely by strong, diversified holdings like Toyota and TotalEnergies, which bring robust financial health, positive earnings sentiment, and supportive technical trends to the portfolio. Major bank positions such as HSBC, Banco Santander, TD, and Bank of Montreal also add stability through solid earnings and strategic initiatives, though they introduce some exposure to leverage, cash flow, and regional challenges. Weaker names like Bayer and BASF, with profitability and valuation concerns, modestly weigh on the fund’s rating, and the concentration in large international financial and energy companies is the main risk factor investors should be aware of.
Positive Factors
Strong Overall Performance
The ETF has delivered strong year-to-date returns, showing solid momentum in the current market.
Leading Holdings Showing Strength
Many of the top holdings, especially in energy and financials, have shown strong performance, helping lift the fund’s results.
Broad International Diversification
The fund spreads its investments across many countries including Japan, the U.S., and several European markets, which helps reduce reliance on any single economy.
Negative Factors
Heavy Tilt Toward Financials and Energy
A large portion of the portfolio is in financial and energy stocks, which can make the fund more sensitive to downturns in those sectors.
Mixed Performance Among Top Holdings
While many major positions are doing well, some key holdings like Toyota Motor have shown weaker performance, which can drag on overall returns.
Moderate Expense Ratio
The fund’s expense ratio is not extremely high but is also not among the very lowest, meaning fees still take a noticeable bite out of returns over time.

DFIV vs. SPDR S&P 500 ETF (SPY)

DFIV Summary

DFIV, the Dimensional International Value ETF, invests in a wide mix of companies outside the U.S., focusing on stocks that appear cheap based on their fundamentals. It doesn’t track a single index, but follows a value theme across many countries like Japan, France, and the UK, and sectors such as financials and energy. Well-known holdings include Shell and Toyota Motor. Someone might invest in DFIV to diversify beyond the U.S. and add value-oriented international stocks to their portfolio. A key risk is that these value stocks and foreign markets can go up and down significantly over time.
How much will it cost me?The Dimensional International Value ETF (DFIV) has an expense ratio of 0.27%, which means you’ll pay $2.70 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on selecting undervalued international stocks rather than tracking a broad index. The higher cost reflects the fund's strategic approach to identifying value opportunities globally.
What would affect this ETF?The Dimensional International Value ETF (DFIV) could benefit from a global economic recovery, particularly in developed markets outside the U.S., as its focus on value stocks in sectors like financials and energy may thrive in such conditions. However, challenges such as rising interest rates or regulatory changes in key regions could negatively impact its holdings, especially in sectors like financials and materials. Additionally, fluctuations in commodity prices could influence the performance of top holdings like Shell and TotalEnergies.

DFIV Top 10 Holdings

DFIV is leaning heavily on big global banks, with names like Banco Santander, HSBC, Bank of Montreal, Societe Generale, and Lloyds providing much of the recent lift as financials have been steadily rising. Energy giants Shell and TotalEnergies add a value tilt, though Shell’s softer stretch has been a mild drag while TotalEnergies has stayed more resilient. Toyota, meanwhile, has been losing steam and weighing on results. Overall, this is a developed-markets, ex-U.S. value play, anchored in financials and energy rather than flashy tech leaders.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Shell3.11%$647.56M$242.98B21.51%
78
Outperform
TotalEnergies SE2.02%$420.42M€165.83B45.30%
78
Outperform
Banco Santander1.93%$401.43M€177.23B53.23%
73
Outperform
Toyota Motor1.71%$355.61M¥31.27T3.71%
80
Outperform
Toronto Dominion Bank1.46%$304.19M$204.94B59.26%
74
Outperform
HSBC Holdings1.26%$263.05M$352.71B56.59%
78
Outperform
BASF SE1.19%$248.12M€43.71B6.90%
61
Neutral
Suncor Energy1.05%$219.03M$76.53B67.28%
77
Outperform
Bank Of Montreal1.05%$218.96MC$178.14B54.83%
74
Outperform
Sumitomo Mitsui Financial Group1.04%$217.46M¥26.99T66.46%
77
Outperform

DFIV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
54.85
Positive
100DMA
53.86
Positive
200DMA
51.39
Positive
Market Momentum
MACD
0.37
Negative
RSI
57.60
Neutral
STOCH
57.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.23, equal to the 50-day MA of 54.85, and equal to the 200-day MA of 51.39, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 57.60 is Neutral, neither overbought nor oversold. The STOCH value of 57.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFIV.

DFIV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$20.72B0.27%
65
Neutral
$19.09B0.36%
59
Neutral
$17.90B0.23%
65
Neutral
$17.16B0.18%
65
Neutral
$14.52B0.22%
64
Neutral
$213.62M0.38%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DFIV
Dimensional International Value ETF
55.95
13.51
31.83%
AVDV
Avantis International Small Cap Value ETF
AVDE
Avantis International Equity ETF
DFAI
Dimensional International Core Equity Market ETF
DFIC
Dimensional International Core Equity 2 ETF
IVAL
Alpha Architect International Quantitative Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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