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 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles River Laboratories International Inc

0.29 44M
Healthcare

APA Corp

0.27 41M
Energy

WESCO International Inc

0.27 41M
Industrials

DigitalOcean Holdings Inc

0.26 39M
Technology

Halozyme Therapeutics Inc

0.26 39M
Healthcare

Jazz Pharmaceuticals PLC

0.26 39M
Healthcare

Applied Industrial Technologies Inc

0.26 39M
Industrials

JM Smucker Co

0.26 39M
Consumer Defensive

TTM Technologies Inc

0.26 38M
Technology

BorgWarner Inc

0.25 38M
Consumer Cyclical

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