About DFVIX
DFA International Value Portfolio III is a mutual fund specializing in foreign large value equities. Its primary objective is to achieve long-term capital appreciation by investing in stocks of large and mid-sized companies outside the United States, focusing on those with high book-to-market ratios, which are typically classified as value stocks. The portfolio predominantly targets developed markets, employing a systematic approach that emphasizes low valuations and higher profitability among its holdings. The fund maintains broad diversification, typically holding over 500 companies across various sectors such as energy, financial services, industrials, and consumer defensive industries. Notable positions include global firms like Shell PLC, TotalEnergies, and Zurich Insurance Group. With a relatively low expense ratio and a yield that appeals to income-focused investors, the fund serves as a tool for diversification away from U.S. equities and provides exposure to undervalued international markets. DFA International Value Portfolio III plays a significant role for institutional and individual investors seeking value-driven strategies within the global equity landscape.
Fund Family Dimensional Fund Advisors
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DFVIX
Index MSCI World ex USA Value NR USD
DFVIX had a total return of 25.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.97%.
