(DISV) Dimensional Trust - BATS

ETF Category: Foreign Small/Mid Value | Exchange: BATS (USA) | Market Cap: 4.702m USD | Total Return: 26% in 12m

Total Rating 64
Safety 58
Buy Signal -0.27
Foreign Small/Mid Value
Category Rotation: -11.0
TER: 0.42%
AUM: 4.70B
Avg Turnover: 12.6M
Risk 3d forecast
Volatility15.5%
VaR 5th Pctl2.85%
VaR vs Median2.13%
Reward TTM
Sharpe Ratio1.41
Rel. Str. IBD50.9
Rel. Str. Peer Group50
Character TTM
Beta0.659
Beta Downside0.543
Hurst Exponent0.521
Drawdowns 3y
Max DD14.15%
CAGR/Max DD1.64
CAGR/Mean DD8.62

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: DISV Dimensional Trust

The Dimensional International Small Cap Value ETF (DISV) is a passively managed fund that targets small-capitalization companies in developed markets outside the United States. It employs a market capitalization weighted approach, meaning securities of larger companies by market cap represent a greater share of the funds holdings than smaller companies. The fund specifically focuses on stocks that the Advisor classifies as value stocks at the time of purchase, aligning with a value-oriented investment philosophy that emphasizes companies trading at lower valuations relative to fundamental measures.

Launched in March 2022 and listed on the BATS exchange, DISV falls within the Foreign Small/Mid Value category. The fund follows a systematic, rules-based methodology rooted in Dimensionals academic research-driven approach to factor investing, particularly the small-cap and value premiums. As a U.S.-domiciled ETF, it provides investors with diversified exposure to international developed market equities while maintaining a defined focus on the small-cap value segment of those markets.

Headlines to Watch Out For
  • US dollar weakness lifts international developed market returns
  • Value factor resurgence drives small cap outperformance in developed markets
  • Fund inflows accelerate as investors seek non-US diversification
What is the price of DISV shares?

As of June 29, 2026, the stock is trading at USD 40.38 with a total of 474,311 shares traded. Over the past week, the price has changed by -1.70%, over one month by -3.80%, over three months by +7.14% and over the past year by +25.96%.

Current recommended Stop Loss: 39.60 (which is 1.9% or 1.3 ATR below the current price).

Is DISV a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.