NYSE Arca · ETF
Invest in DFSV ETF from India
Indian and foreign residents can buy Dimensional - US Small Value ETF (DFSV) units directly through Paasa.
By Paasa · Updated
DFSV at a glance
- Price
- $38.06-$0.30 (0.78%)
- Expense ratio
- 0.3%
- Day range
- $38.00 – $38.41
- Assets
- $8.1B
- Domicile
- the US
- Holdings
- 1,015
- Launched
- 2022
- Dividends
- Accumulating
- 1 month
- -4.78%
- 6 months
- +10.22%
- YTD
- +14.60%
- 1 year
- +18.60%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1ARROW ELECTRONICS INCARW0.7%
- 2BORG-WARNER INC.BWA0.7%
- 3KNIGHT-SWIFT TRANSPORTATIKNX0.7%
- 4SKYWORKS SOLUTIONS INC.SWKS0.7%
- 5OVINTIV INCOVV0.7%
- 6ELANCO ANIMAL HEALTH INCELAN0.7%
- 7INVESCO LTDIVZ0.6%
- 8SOUTHSTATE BANK CORPSSB0.6%
- 9JACKSON FINANCIAL INCJXN0.6%
- 10ICON PLCICLR0.6%
DFSV holds 1,015 securities in total. These 10 are 6.6% of the fund.
Where the money is invested
Sectors
- Financial Services27.9%
- Industrials15.1%
- Consumer Cyclical14.1%
- Energy13.0%
- Healthcare7.4%
- Technology7.3%
Countries
- United States93.6%
- Bermuda3.5%
- Switzerland0.7%
- Ireland0.6%
- Monaco0.5%
- Puerto Rico0.3%
How to invest in DFSV from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.
Step 3
Search DFSV and buy
Find the fund by its ticker, DFSV, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Why invest in DFSV from India
What DFSV holds
This fund utilizes a market-capitalization weighted methodology to invest in a broad and diverse selection of readily tradable securities from U.S. small-cap companies, identified by the Advisor as value stocks. This approach means that companies with higher market capitalizations generally hold a more substantial proportion within the portfolio compared to those with lower market capitalizations.
Dividends reinvested for you
Dividends from DFSV's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
Hold a dollar asset
DFSV is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.
Buy a fraction of a unit
Buy by amount, not by unit, and get the matching fraction of one DFSV unit. There is no minimum trade size.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.
A UCITS ETF tracking a similar market sits outside US estate tax.
Frequently asked questions
Can I buy DFSV from India?
Yes. Indian residents can buy Dimensional - US Small Value ETF (DFSV) through Paasa. It is listed on NYSE Arca and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does DFSV invest in?
Dimensional - US Small Value ETF holds 1,015 securities. Its largest holdings are ARROW ELECTRONICS INC (0.7%), BORG-WARNER INC. (0.7%) and KNIGHT-SWIFT TRANSPORTATI (0.7%). Financial Services is its largest sector at 27.9%. It is an accumulating fund domiciled in the US.
What is the expense ratio of DFSV?
Dimensional - US Small Value ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about $8.1B.
Does DFSV pay dividends?
No. Dimensional - US Small Value ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
What tax do I pay in India when I sell DFSV?
The US does not levy capital gains tax on shares for Indian residents. In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.
Can I buy a fraction of one DFSV unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $38.06, and there is no minimum trade size.
What happens to my DFSV units if I pass away?
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.