DXIV - ETF AI Analysis
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Dimensional International Vector Equity ETF (DXIV)
Rating:62Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries, which helps reduce the impact if any single market struggles.
Strong Performance So Far This Year
The ETF has delivered solid gains year-to-date and in recent months, showing positive momentum for investors.
Several Strong Top Holdings
Many of the largest positions, especially in energy, materials, and technology, have shown strong performance, supporting the fund’s overall returns.
Negative Factors
Higher Expense Ratio Than Some Broad ETFs
The fund’s fee is moderate but not among the very lowest, which slightly reduces net returns over time.
Exposure to Underperforming Holding
One of the top positions has shown weak performance, which can drag on the fund if that stock continues to struggle.
Meaningful Energy and Materials Exposure
Significant exposure to energy and materials companies can make the fund more sensitive to swings in commodity prices and global economic conditions.
DXIV vs. SPDR S&P 500 ETF (SPY)
AUM188.06M
RegionDeveloped Markets
Expense Ratio0.30%
Beta0.66
IssuerDimensional
Inception DateSep 12, 2024
Dividend Yield2.43%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume36,471
30 Day Avg. Volume18,153
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2615
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DXIV Summary
Dimensional International Vector Equity ETF (DXIV) is an international stock fund that invests in companies outside the U.S., without tracking a specific index. It spreads money across many countries like Japan, the UK, and Germany, and across many sectors, including financials, industrials, and energy. Well-known holdings include ASML Holding and AstraZeneca. Someone might invest in DXIV to diversify beyond U.S. stocks and seek long-term growth from both developed and emerging markets. A key risk is that international stocks can be volatile and are affected by currency swings and global economic conditions, so the value can go up and down.
How much will it cost me?The Dimensional International Vector Equity ETF (DXIV) has an expense ratio of 0.3%, which means you’ll pay $3 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed, focusing on a refined selection of international stocks to enhance potential returns.
What would affect this ETF?DXIV's focus on developed markets outside the U.S. and its exposure to sectors like Industrials, Financials, and Consumer Cyclical could benefit from global economic growth and increased infrastructure spending. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in key regions could negatively impact its performance. The ETF's top holdings in energy and healthcare companies may also be influenced by fluctuating commodity prices and evolving healthcare policies.
DXIV Top 10 Holdings
DXIV’s story is driven from overseas, with a clear tilt toward developed markets in Europe and beyond rather than U.S. giants. ASML has been the star of the show, rising strongly and giving the fund a tech-powered tailwind, while BHP’s recent strength adds extra lift from the materials side. Energy names like TotalEnergies and Suncor have been more mixed, sometimes helping, sometimes holding things back, and Shell has lost a bit of steam lately. Defensive staples like Nestlé and health care leaders such as Roche and Novartis keep returns steadier, even as laggards like Deutsche Telekom weigh on performance at the margins.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding | 1.06% | $1.94M | $682.63B | 124.12% | 81 Outperform | |
| Roche Holding AG | 0.91% | $1.66M | $329.57B | 29.28% | 73 Outperform | |
| TotalEnergies SE | 0.75% | $1.37M | €152.64B | 24.14% | 78 Outperform | |
| BHP Group Ltd | 0.73% | $1.34M | AU$296.10B | 58.02% | 68 Neutral | |
| Shell | 0.68% | $1.24M | $225.22B | 13.73% | 78 Outperform | |
| Novartis | 0.63% | $1.16M | $278.73B | 27.29% | 80 Outperform | |
| BP | 0.60% | $1.09M | $99.60B | 27.20% | 68 Neutral | |
| Nestlé SA | 0.56% | $1.02M | CHF213.91B | 4.83% | 71 Outperform | |
| Bayer | 0.54% | $980.38K | €49.24B | 82.97% | 54 Neutral | |
| Suncor Energy | 0.53% | $970.00K | $69.98B | 47.76% | 77 Outperform |
DXIV Technical Analysis
Negative
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Price Trends
70.78
Negative
69.72
Positive
66.50
Positive
Market Momentum
-0.03
Positive
46.17
Neutral
34.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DXIV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 70.66, equal to the 50-day MA of 70.78, and equal to the 200-day MA of 66.50, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 46.17 is Neutral, neither overbought nor oversold. The STOCH value of 34.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DXIV.
DXIV Peer Comparison
Comparison Results
Performance Comparison
DXIV
Dimensional International Vector Equity ETF
70.04
13.82
24.58%
FYLD
Cambria Foreign Shareholder Yield ETF
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―
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TXUE
Thornburg International Equity ETF
―
―
―
AVSD
Avantis Responsible International Equity ETF
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―
NBIE
Neuberger International Core Equity ETF
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RFDI
First Trust Riverfront Dynamic Developed International ETF
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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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