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TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO | DTMIX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2021-11-08 502 Stocks (35 new)
Value $3.40 Bil Turnover 6 %
Countries:
Top Holdings: TSE:7203(2.82%)RDS.B(2.70%)XPAR:TTE(2.07%)BP(1.31%)BMO(1.24%)
Summary Stock Picks Current Portfolio
TAX-MANAGED DFA INTERNATIONAL ... Top Holdings of 2021-07-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSE:7203
Toyota Motor Corp
5,324,940
95,609.8
-5.48%
2.820
-0.14%
0.010
+10.55%
-7.63%
37,203,815.3
Vehicles & Parts
RDS.B
Shell PLC
2,316,092
91,601.4
+1.99%
2.700
+0.05%
0.060
+9.10%
+17.79%
194,251.7
Oil & Gas
XPAR:TTE
TotalEnergies SE
1,615,238
70,435.2
+5.60%
2.070
+0.11%
0.060
+3.40%
+3.38%
117,168.4
Oil & Gas
XTER:MBG
Mercedes-Benz Group AG
665,618
59,399.4
+3.46%
1.750
+0.06%
0.060
+10.56%
+8.94%
49,108.1
Vehicles & Parts
BP
BP PLC
1,846,596
44,650.7
0%
1.310
0%
0.060
+16.22%
+14.03%
84,797.9
Oil & Gas
BMO
Bank of Montreal
423,189
42,191.9
0%
1.240
0%
0.060
+23.49%
+21.08%
82,844.6
Banks
XSWX:ZURN
Zurich Insurance Group AG
100,296
40,436.8
-6.71%
1.190
-0.09%
0.070
-1.06%
+9.42%
79,679.8
Insurance
XTER:ALV
Allianz SE
158,760
39,461.9
+4.42%
1.160
+0.05%
0.040
+0.87%
+21.73%
133,130.9
Insurance
ASX:WBC
Westpac Banking Corp
2,192,291
39,378.9
+8.02%
1.160
+0.09%
0.060
+6.45%
+5.52%
113,182.8
Banks
XAMS:AD
Koninklijke Ahold Delhaize NV
1,218,578
37,879.3
0%
1.120
0%
0.120
-3.13%
+12.31%
31,465.4
Retail - Defensive

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Historical Top Holdings Breakdowns

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO Total Holding History ($B)

To

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Asset Allocation

To

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Hypothetical Growth since 2021-07-31

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Yearly Returns

Year Portfolio % % Excess Gain %

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Holdings Heat Map

Size field:

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Holdings Bubble Chart

TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO News

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