About DFIVX
Dimensional International Value Portfolio Institutional Class is an open-end mutual fund that targets long-term capital appreciation by investing in mid- and large-cap value stocks from developed markets outside the United States. Managed by Dimensional Fund Advisors, this feeder fund allocates its assets to its corresponding master fund, which employs a systematic investment approach focused on identifying companies with low price-to-book and other value-oriented metrics, as well as those with high profitability relative to their book value or assets. The portfolio typically holds a broad selection of over 500 stocks, emphasizing diversification across sectors such as energy, financial services, industrials, materials, and consumer defense. Key holdings frequently include major international companies like Shell PLC, TotalEnergies SE, and Zurich Insurance Group. The fund’s institutional share class features a low expense ratio and aims to balance long-term drivers of expected returns with robust risk management through its broad diversification. Established in 1994, this portfolio plays a significant role for investors seeking exposure to international value equities while mitigating single-country and single-sector risks through its well-diversified holdings.
Fund Family Dimensional Fund Advisors
Category Foreign Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol DFIVX
Share Class - Institutional Class
Index MSCI World ex USA Value NR USD
DFIVX had a total return of 41.82% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.48%.
