(DFIV) Dimensional International - Ratings and Ratios

The Advisor employs a strategy focused on tax-efficient investing for the Dimensional International Value ETF (NYSE ARCA: DFIV). This includes delaying and minimizing the realization of net capital gains by using techniques such as selling securities with capital losses to offset gains, whether realized or anticipated. Additionally, the fund aims to maximize the proportion of any realized net capital gains that qualify as long-term gains, which are subject to lower tax rates. The ETF primarily invests in securities of large non-U.S. companies in developed markets that the Advisor identifies as lower relative price stocks, targeting value opportunities in international equities.

Based on the provided data, the ETFs technical profile indicates upward momentum, with its last price of $39.33 exceeding its 20-day, 50-day, and 200-day SMAs of $38.14, $38.74, and $36.93, respectively. The ATR of 0.82 suggests relatively low volatility. The funds AUM of $9.01775 billion underscores its scale and liquidity in the foreign large value category.

Over the next three months, the ETF is expected to maintain its upward trajectory, supported by its strong momentum and low volatility. The 20-day SMA crossing above the 50-day SMA signals continued bullish sentiment. Forecasting a 2-4% price increase is reasonable, given the technical strength and the stability indicated by the ATR. The funds focus on value stocks in developed international markets positions it to benefit from potential undervalued opportunities in its target regions.