DFIS ETF Analysis: Dimensional Trust | BATS

Foreign Small/Mid Blend | BATS, USA | Market Cap: 5.766m USD | 12M Return: 20.5% | Charts, Fundamentals & Technical Analysis

Small Cap, Foreign Stocks, Developed Markets, Equities
Total Rating 64
Safety 62
Buy Signal -0.08
Foreign Small/Mid Blend
Category Rotation: +4.3
TER: 0.39%
AUM: 5.77B
Avg Turnover: 35.4M
Risk 3d forecast
Volatility14.7%
VaR 5th Pctl2.70%
VaR vs Median2.19%
Reward TTM
Sharpe Ratio0.93
Rel. Str. IBD46.5
Rel. Str. Peer Group87.5
Character TTM
Beta0.686
Beta Downside0.585
Hurst Exponent0.532
Drawdowns 3y
Max DD13.55%
CAGR/Max DD1.27
CAGR/Mean DD5.78

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.3 years of data

Jan +0.9% 12
Feb +0.4% 12
Mar +0.8% 22
Apr +1.4% 23
May +1.6% 21
Jun -0.7% 0
Jul +2.9% 14
Aug -0.2% 11
Sep +0.3% 12
Oct -4.2% 43
Nov -0.2% 11
Dec +0.5% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DFIS Dimensional Trust

DFIS is an exchange-traded fund that uses a market capitalization weighted strategy to invest in small-capitalization companies located outside the United States, specifically within developed international markets. The fund may tilt its holdings toward smaller-cap issuers, lower relative price (value) stocks, and companies with higher profitability compared to their weight in the broader developed non-U.S. small-cap segment.

As a Foreign Small/Mid Blend ETF, DFIS provides exposure to a diversified mix of small- and mid-sized equities across regions such as Europe, the UK, Japan, and the Pacific developed economies, operating under a systematic, rules-based investment approach characteristic of Dimensional Fund Advisors portfolio construction methodology.

Headlines to Watch Out For
  • USD weakness lifts developed market small cap ETF returns
  • European and Japanese small caps outperform US peers
  • AUM growth drives fee revenue for Dimensional ETF Trust
What is the price of DFIS shares?

As of July 28, 2026, the stock is trading at USD 35.58 with a total of 830,714 shares traded. Over the past week, the price has changed by +1.54%, over one month by +1.67%, over three months by +1.64% and over the past year by +20.45%.

Current recommended Stop Loss: 34.50 (which is 3% or 2.5 ATR below the current price).

Is DFIS a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.