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Dimensional US Targeted Value ETF DFAT

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

Morningstar’s Analysis DFAT

Will DFAT 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 DFAT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFAT 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 DFAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad and cost-effective small-value strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA U.S. Targeted Value Portfolio follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee should give it a long-term advantage.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFAT

More DFAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TD Synnex Corp

0.63 62.1 Mil
Technology

Antero Resources Corp

0.60 59.4 Mil
Energy

Arrow Electronics Inc

0.59 58.5 Mil
Technology

Chesapeake Energy Corp Ordinary Shares - New

0.59 57.6 Mil
Energy

HF Sinclair Corp

0.58 57.6 Mil
Energy

International Paper Co

0.56 55.0 Mil
Consumer Cyclical

Unum Group

0.54 52.8 Mil
Financial Services

Ally Financial Inc

0.52 50.8 Mil
Financial Services

Taylor Morrison Home Corp

0.50 49.1 Mil
Consumer Cyclical

WESCO International Inc

0.49 48.6 Mil
Industrials