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 7.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vistry Group PLC | 0.99 | 21.7 Mil | Consumer Cyclical |
BPER Banca SpA | 0.95 | 20.7 Mil | Financial Services |
Swiss Prime Site AG | 0.83 | 18.1 Mil | Real Estate |
Bellway PLC | 0.80 | 17.4 Mil | Consumer Cyclical |
Marks & Spencer Group PLC | 0.78 | 17.0 Mil | Consumer Cyclical |
Baloise Holding AG | 0.69 | 15.1 Mil | Financial Services |
Whitecap Resources Inc | 0.69 | 15.1 Mil | Energy |
Helvetia Holding AG | 0.68 | 14.8 Mil | Financial Services |
Eldorado Gold Corp | 0.64 | 14.0 Mil | Basic Materials |
Bankinter SA | 0.63 | 13.7 Mil | Financial Services |