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DISVDimensional International Small Cap Value ETF

Grow my money4y track recordRanked #494 of 2,993 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2022

Annual Cost

0.42%

#2,092 of 5,853 · average

Fund Size

$4.7B

#466 of 5,853 · large

Return (1Y)Goal

+31.7%

Track Record

4 years

#2,584 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,219+32.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 8.9% of fundwell diversified

DIMENSIONAL FUND ADVISORS LP
2.8%
Swiss Prime Site AG
0.8%
CARREFOUR SA
0.8%
Hudbay Minerals Inc.
0.7%
LION FINANCE GROUP PLC
0.7%
MITSUBISHI MATERIALS CORPORATION
0.7%
WHITECAP RESOURCES INC.
0.6%
Eldorado Gold Corporation
0.6%
The Swatch Group Ltd
0.6%
Evonik Industries AG
0.6%

Asset allocation

Stocks
100.0%

By sector

Financial Services
18.9%
Industrials
18.8%
Basic Materials
18.2%
Consumer Cyclical
16.4%
Energy
7.6%
Consumer Defensive
4.5%
Technology
3.6%
Healthcare
3.6%
Other
8.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.9%Moderate

Year-on-year price swings

Max drawdown
-26.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.67Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of small, non-U.S. companies in developed markets, focusing on lower relative price and higher profitability stocks. The Portfolio emphasizes broad diversification and may use various trading strategies to balance expected returns and costs.
Inception date
March 23, 2022
Fund family
Dimensional Fund Advisors

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Data updated on 2026-08-02