(DFIS) Dimensional Trust - BATS

ETF Category: Foreign Small/Mid Blend | Exchange: BATS (USA) | Market Cap: 5.761m USD | Total Return: 20.3% in 12m

Small Cap, Foreign Stocks, Developed Markets, Equities
Total Rating 65
Safety 58
Buy Signal -0.17
Foreign Small/Mid Blend
Category Rotation: -10.6
TER: 0.39%
AUM: 5.76B
Avg Turnover: 17.7M
Risk 3d forecast
Volatility15.5%
VaR 5th Pctl2.84%
VaR vs Median1.86%
Reward TTM
Sharpe Ratio1.09
Rel. Str. IBD48.3
Rel. Str. Peer Group90
Character TTM
Beta0.680
Beta Downside0.579
Hurst Exponent0.501
Drawdowns 3y
Max DD13.55%
CAGR/Max DD1.36
CAGR/Mean DD6.25

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: DFIS Dimensional Trust

DFIS is an exchange-traded fund that uses a market capitalization weighted strategy to invest in small-capitalization companies located outside the United States, specifically within developed international markets. The fund may tilt its holdings toward smaller-cap issuers, lower relative price (value) stocks, and companies with higher profitability compared to their weight in the broader developed non-U.S. small-cap segment.

As a Foreign Small/Mid Blend ETF, DFIS provides exposure to a diversified mix of small- and mid-sized equities across regions such as Europe, the UK, Japan, and the Pacific developed economies, operating under a systematic, rules-based investment approach characteristic of Dimensional Fund Advisors portfolio construction methodology.

Headlines to Watch Out For
  • USD weakness lifts developed market small cap ETF returns
  • European and Japanese small caps outperform US peers
  • AUM growth drives fee revenue for Dimensional ETF Trust
What is the price of DFIS shares?

As of June 29, 2026, the stock is trading at USD 35.15 with a total of 565,386 shares traded. Over the past week, the price has changed by -1.40%, over one month by -3.22%, over three months by +8.93% and over the past year by +20.27%.

Current recommended Stop Loss: 34.10 (which is 3% or 2 ATR below the current price).

Is DFIS a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.