Morningstar

U.S. Targeted Value Portfolio-ETF Class Shares DFAT

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

Morningstar’s Analysis DFAT

Will DFAT outperform in the 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.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

DFA US Targeted Value Portfolio’s breadth, cost-effective execution, and competitive fee should give it a long-term advantage over its small-value category peers.

by Brian Paoli
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 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

1.24 214M
Cash and Equivalents

Future on E-mini S&P 500 Futures

1.10 190M
—

Ovintiv Inc

0.80 138M
Energy

HF Sinclair Corp

0.78 135M
Energy

CNH Industrial NV

0.71 122M
Industrials

Ball Corp

0.70 120M
Consumer Cyclical

Permian Resources Corp Class A

0.69 118M
Energy

APA Corp

0.69 118M
Energy

JM Smucker Co

0.65 111M
Consumer Defensive

Toll Brothers Inc

0.63 108M
Consumer Cyclical

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