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.
Dimensional U.S. Targeted Value ETF DFAT
Morningstar’s Analysis DFAT
Will DFAT outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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
|
|---|---|---|---|
E-mini S&P 500 Future June 26 | 1.20 | 168M | — |
BorgWarner Inc | 0.77 | 109M | Consumer Cyclical |
Permian Resources Corp Class A | 0.77 | 108M | Energy |
WESCO International Inc | 0.73 | 102M | Industrials |
Ovintiv Inc | 0.69 | 96M | Energy |
APA Corp | 0.67 | 94M | Energy |
Akamai Technologies Inc | 0.66 | 92M | Technology |
Amkor Technology Inc | 0.65 | 91M | Technology |
TD Synnex Corp | 0.65 | 90M | Technology |
CNH Industrial NV | 0.63 | 88M | Industrials |
United States