DFA US Small Cap Value Portfolio offers a well-diversified portfolio and cost-effective execution that should help it outperform most of its category peers over the long haul.
Dimensional US Small Cap Value ETF DFSV
Morningstar’s Analysis DFSV
Will DFSV 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BorgWarner Inc | 0.94 | 72M | Consumer Cyclical |
Knight-Swift Transportation Holdings Inc Class A | 0.85 | 65M | Industrials |
HF Sinclair Corp | 0.85 | 65M | Energy |
Invesco Ltd | 0.76 | 58M | Financial Services |
Arrow Electronics Inc | 0.74 | 56M | Technology |
WESCO International Inc | 0.71 | 54M | Industrials |
Ovintiv Inc | 0.70 | 53M | Energy |
APA Corp | 0.68 | 52M | Energy |
Webster Financial Corp | 0.66 | 51M | Financial Services |
Elanco Animal Health Inc | 0.60 | 46M | Healthcare |
United States