Morningstar

Dimensional U.S. Targeted Value ETF 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 Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

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 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 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CNH Industrial NV

0.85 117M
Industrials

Ovintiv Inc

0.77 107M
Energy

APA Corp

0.75 104M
Energy

HF Sinclair Corp

0.68 94M
Energy

JM Smucker Co

0.65 90M
Consumer Defensive

Ball Corp

0.63 87M
Consumer Cyclical

BorgWarner Inc

0.62 86M
Consumer Cyclical

Toll Brothers Inc

0.62 85M
Consumer Cyclical

Arrow Electronics Inc

0.60 83M
Technology

Invesco Ltd

0.56 78M
Financial Services

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