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Dimensional US Targeted Value ETF DFAT

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFAT

Will DFAT outperform in future?

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

A broad and cost-effective small-value strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Dimensional US Targeted Value ETF DFAT follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee support a Morningstar Analyst Rating of Silver.

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Portfolio Holdings DFAT

  • Current Portfolio Date
  • Equity Holdings 1603
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.78
63,653,306
Consumer Cyclical
0.75
61,151,645
Consumer Cyclical
0.71
57,867,392
Technology
0.66
54,205,330
Energy
0.61
50,458,877
Industrials
0.61
50,045,256
Consumer Cyclical
0.59
48,375,703
Energy
0.56
45,895,006
Industrials
0.56
45,725,053
Industrials