(DISV) Dimensional Trust - Ratings and Ratios

The Dimensional International Small Cap Value ETF (DISV) is an investment vehicle that employs a market capitalization weighted strategy to acquire securities of small-cap companies in developed markets outside the US, which the Advisor identifies as undervalued at the time of purchase. This approach inherently allocates a larger proportion of the portfolio to companies with higher market capitalizations, while still maintaining exposure to smaller-cap entities.

As a Foreign Small/Mid Value ETF listed on BATS, DISV offers investors a diversified portfolio with a specific tilt towards value stocks in international developed markets. The funds underlying strategy is rooted in the principles of the Fama-French three-factor model, which emphasizes the importance of size and value factors in driving portfolio returns.

Analyzing the , we observe that DISV is currently trading at $32.88, with its short-term, medium-term, and long-term moving averages (SMA20, SMA50, SMA200) at $32.06, $30.44, and $28.43, respectively. The Average True Range (ATR) indicates a relatively stable trading environment. Given the current price is near its 52-week high, it suggests a strong uptrend. Using these technical indicators, a forecast for DISV could be that it continues to trend upwards, potentially reaching new highs if the current momentum is sustained.

From a perspective, the Assets Under Management (AUM) of $3122.88M USD signifies a substantial investor base and liquidity. Combining this with the technical analysis, a forecast could be made that DISV is likely to maintain its upward trajectory, driven by its underlying value strategy and the current market conditions. However, its crucial to monitor the funds AUM, trading volume, and the overall market sentiment towards international small-cap value stocks to adjust the forecast accordingly.

Forecasting further, if the global economy continues to recover and the value premium persists, DISV is poised to benefit from its strategic tilt towards undervalued small-cap companies in developed international markets. Investors should, however, remain vigilant about potential macroeconomic shifts and their impact on currency fluctuations and market valuations.