"International value stocks have underperformed US counterparts for over a decade. But after DFIV's 47% surge this past year, the question isn't whether international value can work-it's whether this moment represents genuine rotation or temporary reversal that could leave latecomers exposed. Geographic Diversification With a Value Tilt Dimensional International Value ETF ( NYSEARCA:DFIV) provides exposure to undervalued companies in developed markets outside the United States. The fund uses active, research-driven approaches to identify stocks trading below intrinsic value while emphasizing strong profitability metrics."
"The return engine combines two forces: potential revaluation of underpriced stocks and dividend income. With current dividend yield near 3%, DFIV delivers meaningful cash flow alongside capital appreciation potential. The fund's 16% annual turnover rate keeps trading costs and tax consequences relatively contained. Top holdings reveal the strategy in practice. European energy giants like Shell ( NYSE:SHEL) and TotalEnergies ( NYSE:TTE) sit alongside financial institutions including Banco Santander ( NYSE:SAN), HSBC ( NYSE:HSBC)."
Dimensional International Value ETF (DFIV) targets undervalued companies in developed markets outside the United States using active, research-driven stock selection. The fund emphasizes value characteristics, profitability metrics, financial health indicators, and smaller-cap exposure rather than market-cap-weighted allocations. Returns combine potential revaluation of underpriced stocks plus dividend income, with a current yield near 3% and about 16% annual turnover to limit trading costs and tax impact. Top holdings include European energy and financial firms such as Shell, TotalEnergies, Banco Santander, and HSBC, alongside Japanese industrials and materials names. DFIV rallied 47% over the past year versus 16% for the S&P 500.
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