Dimensional International Value ETF - Dimensional Fund Advisors

Shareclass
Dimensional International Value ETF (DFIV)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Dimensional International Value ETF - Dimensional Fund Advisors

FUND COVERAGE
# of holdings526
% of assets99%
Score
57 / 100
Rank

62.9 percentile

Group: International Equity

Rank: #387 out of 1,040

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

13 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: 0.26%
         $USD invested: $44.78M
  • 2. Standard Chartered PLC
         % of fund invested: 0.58%
         $USD invested: $98.96M
  • 3. Yara International ASA
         % of fund invested: 0.05%
         $USD invested: $8.16M
  • 4. Westpac Banking Corp
         % of fund invested: 0.76%
         $USD invested: $130.87M
  • 5. Publicis Groupe SA
         % of fund invested: 0.15%
         $USD invested: $25.28M
  • 6. NatWest Group PLC
         % of fund invested: 0.65%
         $USD invested: $112.23M
  • 7. Sanofi SA
         % of fund invested: 0.45%
         $USD invested: $77.48M
  • 8. Swedbank AB
         % of fund invested: 0.37%
         $USD invested: $63.07M
  • 9. BNP Paribas SA
         % of fund invested: 0.72%
         $USD invested: $123.33M
  • 10. Canadian Imperial Bank of Commerce
         % of fund invested: 0.86%
         $USD invested: $147.37M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Xinyi Glass Holdings Ltd
         % of fund invested: 0.02%
         $USD invested: $4.2M
  • 2. HAL Trust
         % of fund invested: 0.02%
         $USD invested: $3.56M
  • 3. ABC-Mart Inc
         % of fund invested: <0.01%
         $USD invested: $171,778
  • 4. Brookfield Wealth Solutions Ltd
         % of fund invested: <0.01%
         $USD invested: $750,260
  • 5. Delek Group Ltd
         % of fund invested: 0.08%
         $USD invested: $12.99M
  • 6. Mitsubishi Logistics Corp
         % of fund invested: 0.01%
         $USD invested: $2.45M
  • 7. Hokuhoku Financial Group Inc
         % of fund invested: <0.01%
         $USD invested: $692,683
  • 8. Whitecap Resources Inc
         % of fund invested: 0.17%
         $USD invested: $29.91M
  • 9. Shikun & Binui Ltd
         % of fund invested: <0.01%
         $USD invested: $498,886
  • 10. THK Co Ltd
         % of fund invested: <0.01%
         $USD invested: $914,671

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Dimensional International Value ETF - Dimensional Fund Advisors

Totals

Holdings
Assets
Weight
Prisons
7.0
$559.95M
3.26%
     Prisons high risk
1.0
$28,092
<0.01%
     Private prisons
0.0
$0
0%
Borders
6.0
$481.25M
2.81%
     Borders high risk
0.0
$0
0%
Total
8.0
$589.46M
3.44%
Full fund results

Holdings — 5 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$118.38M
0.69%
Prisons
Borders :
$118.38M
0.69%
2.
Fairfax Financial Holdings Ltd
Prisons
$108.17M
0.63%
Prisons
$108.17M
0.63%
3.
Honda Motor Co Ltd
Prisons
Borders
$78.54M
0.46%
Prisons
Borders :
$78.54M
0.46%
4.
Yamaha Motor Co Ltd
Borders
$29.51M
0.17%
Borders :
$29.51M
0.17%
5.
Capgemini SE
Prisons
Borders
$15.79M
0.09%
Prisons
Borders :
$15.79M
0.09%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer