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Dimensional US Small Cap ETF DFAS

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFAS

Will DFAS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFAS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFAS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFAS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Dimensional US Small Cap ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFAS

More DFAS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

0.45 36.0 Mil
Consumer Cyclical

Onto Innovation Inc

0.41 32.9 Mil
Technology

Fabrinet

0.41 32.6 Mil
Technology

Comfort Systems USA Inc

0.36 29.1 Mil
Industrials

UFP Industries Inc

0.32 25.8 Mil
Basic Materials

Applied Industrial Technologies Inc

0.31 24.9 Mil
Industrials

Ensign Group Inc

0.29 23.4 Mil
Healthcare

MSA Safety Inc

0.29 23.3 Mil
Industrials

Sprouts Farmers Market Inc

0.28 22.6 Mil
Consumer Defensive

Louisiana-Pacific Corp

0.28 22.5 Mil
Industrials