(DISV) Dimensional Trust - Ratings and Ratios

The Dimensional International Small Cap Value ETF (DISV) is an exchange-traded fund (ETF) designed to provide exposure to small-cap value stocks in developed markets outside the United States. The fund employs a market capitalization-weighted approach, meaning that companies with larger market capitalizations hold a greater proportion of the portfolio. This weighting method aligns with traditional indexing strategies, though it may result in higher concentration in larger small-cap firms within the investable universe. The Advisor selects securities based on value criteria, targeting companies that appear undervalued relative to their fundamentals or market price.

DISV focuses on companies in developed international markets, excluding the U.S., offering investors a way to diversify their portfolios geographically. The funds value orientation suggests it seeks to capitalize on mispricing in small-cap equities, which may be less efficiently priced compared to larger-cap stocks. The portfolio is periodically rebalanced to maintain alignment with its target market cap and value parameters, though turnover is managed to minimize trading costs.

From a technical perspective, DISV has shown upward momentum, with its last price of 30.32 exceeding its 20, 50, and 200-day simple moving averages (28.59, 28.88, and 27.77, respectively). This indicates a bullish trend in the short to medium term. The Average True Range (ATR) of 0.63 suggests relatively low volatility, which may appeal to risk-averse investors. The funds average 20-day volume of 432,386 shares reflects moderate liquidity, sufficient for most retail and institutional traders.

Fundamentally, DISV has assets under management (AUM) of $2.793 billion, indicating a sizable and diversified portfolio. The funds scale suggests economies of scale in management and trading, potentially benefiting investors through lower operational costs. As a small-cap value ETF, DISV is positioned to capture returns from both value rebounds and long-term growth in international small-cap markets.