(DXIV) Dimensional Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Foreign Small/Mid Value
DXIV: Foreign Equities, Small-Cap Stocks, Mid-Cap Stocks, Value Stocks
Dimensional ETF Trust (NYSE ARCA:DXIV) is designed to achieve its investment objective through an integrated approach that combines research, portfolio design, portfolio management, and trading. The fund primarily focuses on foreign small and mid-capitalization companies with a value orientation. Under normal market conditions, the portfolio invests at least 80% of its net assets in equity securities, with an emphasis on companies that meet specific value criteria based on Dimensional Fund Advisors LPs proprietary research and methodologies.
From a technical perspective, DXIV is currently trading at 52.59, above its 20-day (51.21) and 50-day (49.68) moving averages, but slightly below its 200-day moving average (49.89). This indicates short-term momentum but potential longer-term consolidation. The Average True Range (ATR) of 0.58 suggests moderate volatility, with average daily trading volume of 7,561 shares over the past 20 days.
Fundamentally, DXIV manages approximately $71.35 million in assets under management (AUM), reflecting its niche focus on foreign small/mid value equities. The funds structure allows it to maintain a targeted exposure to undervalued companies in international markets, aligning with Dimensionals evidence-based investment philosophy.
Over the next three months, DXIV is expected to remain range-bound between 49.50 and 54.00, driven by its current position relative to key moving averages. The 200-day SMA at 49.89 may act as support, while resistance could emerge near the 52-week high. Volatility is likely to remain moderate, with ATR fluctuating between 0.55 and 0.65. Fund flows into international value strategies may stabilize AUM levels, though significant growth in assets is not anticipated in the near term.
Additional Sources for DXIV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DXIV ETF Overview
| Market Cap in USD | 81m |
| Category | Foreign Small/Mid Value |
| IPO / Inception | 2024-09-10 |
DXIV ETF Ratings
| Growth Rating | 31.3 |
| Fundamental | - |
| Dividend Rating | 1.0 |
| Rel. Strength | 7.6 |
| Analysts | - |
| Fair Price Momentum | 50.23 USD |
| Fair Price DCF | - |
DXIV Dividends
| Dividend Yield 12m | 0.83% |
| Yield on Cost 5y | 0.88% |
| Annual Growth 5y | -35.74% |
| Payout Consistency | 100.0% |
DXIV Growth Ratios
| Growth Correlation 3m | 48.1% |
| Growth Correlation 12m | 45.9% |
| Growth Correlation 5y | 45.9% |
| CAGR 5y | 9.64% |
| CAGR/Max DD 5y | 0.70 |
| Sharpe Ratio 12m | -0.25 |
| Alpha | 1.72 |
| Beta | 0.656 |
| Volatility | 12.51% |
| Current Volume | 1.1k |
| Average Volume 20d | 2.8k |
As of May 11, 2025, the stock is trading at USD 54.65 with a total of 1,130 shares traded.
Over the past week, the price has changed by +0.73%, over one month by +9.89%, over three months by +8.06% and over the past year by +9.64%.
Neither. Based on ValueRay Analyses, Dimensional Trust is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 31.27 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DXIV as of May 2025 is 50.23. This means that DXIV is currently overvalued and has a potential downside of -8.09%.
Dimensional Trust has no consensus analysts rating.
According to ValueRays Forecast Model, DXIV Dimensional Trust will be worth about 55.7 in May 2026. The stock is currently trading at 54.65. This means that the stock has a potential upside of +1.87%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 55.7 | 1.9% |