In the third quarter, APS Management Group Inc. established a new position in Dimensional International Value ETF by acquiring 31,839 shares representing a $1.47 million investment. This stake now constitutes 1.0% of APS’s total portfolio, ranking DFIV as its 22nd largest holding according to the latest 13F filing with the SEC. The move highlights APS’s strategic tilt toward undervalued international equities as part of its broader allocation strategy.

Several prominent asset managers also adjusted their DFIV positions. AQR Capital Management lifted its stake by 26.3%, adding 22,772 shares to reach 109,219 shares valued at roughly $4.30 million. Faithward Advisors expanded its holdings by 11.6%, purchasing 784 additional shares for a total of 7,515 shares worth about $296,000. Trinity Financial Advisors grew its allocation by 5.8%, acquiring 34,836 shares to hold 635,391 shares valued at $24.40 million. Jane Street Group initiated a new position valued at $81.58 million, while Focus Partners Wealth increased its stake by 5.5%, adding 639,870 shares to hold 12,243,964 shares valued at $481.92 million.

Dimensional International Value ETF delivered a 46.6% total return over the past year on a 0.27% expense ratio, significantly outpacing comparable international value and broad value benchmarks by more than 14 and 30 percentage points respectively. Launched in April 1999, DFIV now manages approximately $14.9 billion in assets and targets large-cap value stocks across developed markets. Its top weightings include major names such as Shell (2.8%), Toyota Motor (2.2%), Banco Santander (2.1%) and TotalEnergies (1.7%), with notable exposure to European banks like HSBC, Société Générale and Deutsche Bank. Portfolio turnover remains low at 16% annually, and the fund currently offers a dividend yield near 3.1%.

While DFIV’s value tilt drove substantial gains during the 2025 rebound in international financials, energy and materials, this concentration introduces cyclicality and sector risk. Regulatory uncertainty in European banking, commodity price swings in energy, and currency volatility may pressure returns if global growth slows. Investors seeking lower-cost, broader developed-market exposure might consider Vanguard FTSE Developed Markets ETF, which charges 0.05% and delivered a 36.1% return over the past year. DFIV remains best suited for patient investors willing to weather potential drawdowns in favor of long-term value capture.