DFA International Value Portfolio (DFIVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.95: the stock has moved about 5% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA International Value Portfolio (DFIVX) trades at $32.01. DFA International Value Portfolio (DFIVX) operates as a feeder portfolio, investing substantially all assets in the DFA International Value Series. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DFIVX: DFIVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA International Value Portfolio (DFIVX) Financial Services Profile
DFA International Value Portfolio (DFIVX) is a feeder fund focusing on international value stocks within developed markets. With a $14.17B market cap and a beta of 0.95, the fund offers exposure to large-cap international equities, operating under the investment strategies defined by its master fund.
What Is the Investment Thesis for DFIVX?
DFIVX presents an investment opportunity for those seeking exposure to international value stocks within developed markets. With a market capitalization of $14.17 billion, the fund offers substantial exposure to large-cap international equities. The fund's investment strategy, driven by the DFA International Value Series, focuses on identifying undervalued companies in approved developed markets. The absence of a dividend yield may deter some income-focused investors, but the potential for long-term capital appreciation remains a key value driver. A beta of 0.95 suggests that the fund's volatility is slightly lower than the overall market. Key catalysts include continued economic growth in developed markets and successful identification of undervalued companies. Potential risks include global economic downturns and fluctuations in currency exchange rates, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
DFIVX Key Highlights
Market Cap of $14.17B indicates substantial investment in international equities.
- Beta of 0.95 suggests slightly lower volatility compared to the broader market.
- Focus on developed markets provides stability and reduces emerging market risk.
- Value investing strategy aims to capitalize on undervalued companies for long-term growth.
- Feeder fund structure leverages the expertise of DFA Investment Trust Company.
Who Are DFIVX's Competitors?
DFIVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CBTAX Six Circles Tax Aware Bond | $9.29 | 0.00% | $17.4B | — |
| DFAPX DFA Investment Grade I | $9.65 | -0.21% | $12.3B | — |
| DFEMX DFA Emerging Markets Portfolio I | $46.32 | +1.09% | $8.90B | — |
| DFEVX DFA Emerging Markets Value Portfolio | $45.30 | +1.07% | $15.1B | — |
| DFUSX DFA US Large Company Portfolio | $51.25 | +0.75% | $14.9B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFIVX's Key Strengths?
Disciplined value investing approach.
- Focus on developed markets.
- Established relationship with DFA Investment Trust Company.
- Relatively low beta compared to the broader market.
What Are DFIVX's Weaknesses?
Absence of dividend yield may deter some investors.
- Dependence on the performance of the DFA International Value Series.
- Potential for underperformance during growth-oriented market cycles.
- Limited flexibility due to feeder fund structure.
What Are the Key Risks for DFIVX?
Global economic recession could negatively impact the fund's performance.
- Fluctuations in currency exchange rates can erode returns.
- Increased competition from other international equity funds could pressure fees.
- Geopolitical instability in certain developed markets could disrupt investment strategies.
What Are DFIVX's Competitive Advantages?
- Established relationship with DFA Investment Trust Company provides access to expertise and resources.
- Disciplined value investing approach differentiates the fund from growth-oriented strategies.
- Focus on developed markets reduces exposure to emerging market risks.
What Does DFIVX Do?
DFA International Value Portfolio (DFIVX) is structured as a feeder portfolio, designed to provide investors access to international value stocks through a streamlined investment vehicle. The portfolio operates by investing nearly all of its assets into the DFA International Value Series, a master fund managed by the DFA Investment Trust Company. This master fund shares the same investment objective and policies as the feeder portfolio, ensuring alignment in investment strategy. The advisor focuses on purchasing securities of large-cap companies located in developed market countries that meet their approved market criteria. The fund's approach emphasizes value investing, targeting companies that may be undervalued relative to their intrinsic worth. This strategy seeks to capitalize on market inefficiencies and generate long-term capital appreciation for its investors. By investing in a diversified portfolio of international value stocks, DFIVX aims to provide a balance of risk and return, suitable for investors seeking exposure to global equity markets. The fund's structure as a feeder portfolio allows it to leverage the expertise and resources of the DFA Investment Trust Company, benefiting from their established investment processes and risk management frameworks. DFIVX provides a convenient and efficient way for investors to participate in international value investing, with a focus on developed markets and a commitment to disciplined investment principles.
What Products and Services Does DFIVX Offer?
- Invests substantially all assets in the DFA International Value Series.
- Focuses on securities of large companies in developed market countries.
- Employs a value investing strategy to identify undervalued companies.
- Seeks long-term capital appreciation for its investors.
- Provides exposure to international equity markets.
- Operates as a feeder portfolio, leveraging the expertise of DFA Investment Trust Company.
How Does DFIVX Make Money?
- DFIVX generates revenue through management fees charged on assets under management (AUM).
- The fund's profitability is directly linked to its ability to attract and retain investor capital.
- Expense ratios, which cover operational costs, impact the net return for investors.
What Industry Does DFIVX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. DFIVX operates within the international equity segment, focusing on value stocks in developed markets. DFIVX competes with other international equity funds, including DFAPX and DFEMX, by offering a specific focus on value investing and a disciplined approach to stock selection. Market trends include a growing emphasis on sustainable investing and the integration of ESG factors into investment decisions.
Who Are DFIVX's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors looking for value-oriented investment strategies.
- Financial advisors recommending investment products to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -6.0%.
DFIVX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined value investing approach.
- Focus on developed markets.
- Established relationship with DFA Investment Trust Company.
- Relatively low beta compared to the broader market.
Bear Case
- Absence of dividend yield may deter some investors.
- Dependence on the performance of the DFA International Value Series.
- Potential for underperformance during growth-oriented market cycles.
- Limited flexibility due to feeder fund structure.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFIVX Latest News
No recent news available for DFIVX.
DFIVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFIVX.
Price Targets
Wall Street price target analysis for DFIVX.
DFIVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFIVX; grades run from A+ (80-100) to F (below 30).
DFA International Value Portfolio Financials Stock: Key Questions Answered
What are the main risks for DFIVX?
The main risks for DFIVX include global economic downturns, which could negatively impact the performance of international equity markets. Fluctuations in currency exchange rates can also erode returns for U.S. investors.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on the most recent available information.