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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 U.S. Small-Cap Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn a Morningstar Medalist Rating of Silver.

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 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PVH Corp

0.71 20.3 Mil
Consumer Cyclical

Mohawk Industries Inc

0.71 20.2 Mil
Consumer Cyclical

Murphy Oil Corp

0.71 20.2 Mil
Energy

PBF Energy Inc Class A

0.70 20.1 Mil
Energy

Commercial Metals Co

0.65 18.6 Mil
Basic Materials

F N B Corp

0.65 18.6 Mil
Financial Services

Taylor Morrison Home Corp

0.63 18.1 Mil
Consumer Cyclical

Avnet Inc

0.61 17.5 Mil
Technology

Assured Guaranty Ltd

0.59 16.9 Mil
Financial Services

Air Lease Corp Class A

0.58 16.6 Mil
Industrials