Morningstar

Dimensional International Small Cap ETF DFIS

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFIS

Will DFIS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFIS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFIS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFIS’s parent organization’s priorities and whether they’re in line with investors’ interests.

An extensive small-cap portfolio with some modest advantages.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA International Small Company Portfolio follows a standout disciplined strategy and offers one of the most diverse portfolios in the foreign small/mid-blend Morningstar Category.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFIS

More DFIS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GEA Group AG

0.43 9.9 Mil
Industrials

Belimo Holding AG

0.41 9.5 Mil
Industrials

LEG Immobilien SE

0.39 8.9 Mil
Real Estate

Bawag Group AG Ordinary Shares

0.36 8.3 Mil
Financial Services

BPER Banca SpA

0.33 7.6 Mil
Financial Services

Bellway PLC

0.33 7.6 Mil
Consumer Cyclical

Vistry Group PLC

0.33 7.5 Mil
Consumer Cyclical

Nexans

0.32 7.3 Mil
Industrials

Celestica Inc Ordinary Shares (Subordinate Voting)

0.31 7.1 Mil
Technology

Banca Monte dei Paschi di Siena

0.30 6.8 Mil
Financial Services

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