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See exactly how DFIV's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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The fund's manager actively trades investments for the portfolio, prioritizing tax efficiency. This involves both deferring and minimizing the recognition of overall capital gains, often by using capital losses to counteract existing or anticipated profits. A significant objective is also to ensure that any gains realized are classified as long-term, thus qualifying for more favorable tax rates. Additionally, the fund concentrates its investments in equity securities of large corporations based outside the U.S., specifically in developed market countries, with the advisor selecting those deemed to be relatively undervalued.
Baird Financial Group Inc. grew its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV) by 9.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 616,504 shares of the company's stock after purchasing an additional 52,050 shares during
DFA Dimensional International Value ETF blends value and profitability, outperforming its benchmark and most peers since its 2021 ETF listing. DFIV's low turnover, broad diversification, and value/quality tilt drive strong risk-adjusted returns, though sector risk is elevated due to a 35% financials weighting. DFIV has delivered a 17% annualized return since listing, beating the ex-U.S. developed benchmark IDEV and key competitors, although IVLU matches its performance.
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