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Dimensional US Small Cap Value ETF DFSV

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

Morningstar’s Analysis DFSV

Will DFSV outperform in 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 DFSV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFSV 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 DFSV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent and cost-effective small-value strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Small-Cap Value Portfolio offers a compelling option with its broad, well-diversified portfolio and cost-effective execution.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFSV

More DFSV 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

S&P500 Emini Fut Sep24

0.84 29.4 Mil
—

Mohawk Industries Inc

0.84 29.1 Mil
Consumer Cyclical

Taylor Morrison Home Corp

0.69 24.0 Mil
Consumer Cyclical

Commercial Metals Co

0.66 22.9 Mil
Basic Materials

Invesco Ltd

0.64 22.2 Mil
Financial Services

F N B Corp

0.63 21.9 Mil
Financial Services

Jackson Financial Inc

0.62 21.7 Mil
Financial Services

DT Midstream Inc Ordinary Shares

0.60 20.9 Mil
Energy

MGIC Investment Corp

0.59 20.7 Mil
Financial Services

Southwestern Energy Co

0.59 20.6 Mil
Energy