I am currently using the $DGSD (-0,94 %) to track small value in EM. As I don't find the proxy that exciting, the exposure is rather small. I just stumbled across Dimensional Fund Advisors being available at Finvesto while looking through my VL contract with FNZ Bank. There, among other things, about the EM Smallcap Value (if I see that correctly) $RQ325Z .

In general, Dimensional is involved in Factoretfs. As far as I know, they are only available in Europe via advisors and want to enter the ETF market this year with 2 ETFs.

@TotallyLost Wouldn't that be interesting for you too? Of course, I don't know what the situation is in Austria. I haven't looked at it that closely so far. (I also don't know the price of custody account management at FNZ-Bank). In terms of costs, the fund seems to be on a par with comparable ETFs. So still expensive, but cheaper than most actively managed funds. I read 0.56% in the prospectus

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-1,23 %)
$TDIV (-0,14 %)
$DGSD (-0,94 %)
$MAIN (+0,11 %)
$NOVO B (-2,93 %)
$PGR (+1,99 %)
$PSA (+0,38 %)
$UKW (-1,29 %)
$APH (-1,37 %)
$DHL (-0,37 %)
$HSBA (-1,62 %)
$MUX (-1,49 %)
$NEE (-0,23 %)
$ZTS (-0,81 %)
$AFL (+0,13 %)
$O (+0,1 %)
$SHEL (+0,96 %)
$VID (+0,3 %)
$RACE (+0,84 %)
$PLD (-0,27 %)
$OMV (-0,08 %)
$PAL (-0,41 %)
$RIO (-1,36 %) and last but not least $VOW (+1,16 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback