Dimensional U.S. Small Cap ETF DFAS

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Morningstar’s Analysis DFAS

Will DFAS outperform in the future?

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

Compelling quantitative small-cap strategy.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

DFA US Small Cap and Dimensional US Small Company diversify broadly and take measures to control trading costs that should give investors a better shake than most in the riskier small-cap segment.

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Portfolio Holdings DFAS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 2.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HF Sinclair Corp

0.28 43M
Energy

Jazz Pharmaceuticals PLC

0.27 42M
Healthcare

TTM Technologies Inc

0.26 39M
Technology

Elanco Animal Health Inc

0.25 39M
Healthcare

BorgWarner Inc

0.25 38M
Consumer Cyclical

WESCO International Inc

0.24 37M
Industrials

Invesco Ltd

0.24 36M
Financial Services

Applied Industrial Technologies Inc

0.24 36M
Industrials

Amkor Technology Inc

0.23 35M
Technology

Knight-Swift Transportation Holdings Inc Class A

0.23 34M
Industrials

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