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Dimensional US Small Cap Value ETF DFSV

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.

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.

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Portfolio Holdings DFSV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amkor Technology Inc

0.80 24.0 Mil
Technology

PVH Corp

0.72 21.6 Mil
Consumer Cyclical

Mohawk Industries Inc

0.70 21.0 Mil
Consumer Cyclical

Taylor Morrison Home Corp

0.67 20.1 Mil
Consumer Cyclical

Avnet Inc

0.66 19.7 Mil
Technology

Commercial Metals Co

0.65 19.6 Mil
Basic Materials

Kirby Corp

0.64 19.1 Mil
Industrials

F N B Corp

0.62 18.6 Mil
Financial Services

MGIC Investment Corp

0.59 17.8 Mil
Financial Services

Murphy Oil Corp

0.58 17.5 Mil
Energy