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DXIV
+5.92 · +9.61%
$67.53 · NYSE ARCA

Dimensional ETF Trust (DXIV) ETF Analysis | Foreign Small/Mid Value

Dimensional Fund Advisors · USA
AUM:$147.4M
#– of – in Foreign Small/Mid Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 44.8% over the past year, reflecting strong price momentum.

What is DXIV?

To achieve the fund's investment objective, Dimensional Fund Advisors LP implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. Under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DXIV delivered 44.8% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 6.7% of the ETF — exposure spread across many positions.
Income Component
Current yield of 2.37% — modest income alongside capital growth potential.
ETF Information
AUM$147.4M
Expense Ratio0.00%
Dividend Yield2.37%
Holdings49
Inception DateSept 2024
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta–
CategoryForeign Small/Mid Value
CurrencyUSD
Portfolio Impact

How would DXIV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.5%
1Y
+25.0%
3Y
+53.1%
5Y
+53.1%
OpenBook InsightIf you had invested £10,000 in DXIV 5 years ago, it would have grown to £15,308 — a gain of £5,308.

Annual Returns

Calendar year performance

DXIV delivered positive returns in 2 of the last 3 calendar years.
YearDXIV
2026 YTD+14.3%
2025+39.3%
2024-4.4%
CAGR 2yr+15.4%
2/3 positive yearsAvg return: +16.4%Worst year: -4.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.9%
Low
Momentum
+6.4%
30-day change
Support Level
72.53
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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