DFA U.S. Small Cap Value Portfolio – ETF Class Shares DFSV

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFSV

Will DFSV outperform in the future?

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

Potent and cost-effective.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

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.

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Portfolio Holdings DFSV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HF Sinclair Corp

0.88233M
Energy

Arrow Electronics Inc

0.82219M
Technology

BorgWarner Inc

0.80213M
Consumer Cyclical

Avnet Inc

0.80213M
Technology

Elanco Animal Health Inc

0.75200M
Healthcare

Invesco Ltd

0.74197M
Financial Services

Knight-Swift Transportation Holdings Inc Class A

0.70186M
Industrials

Ovintiv Inc

0.68180M
Energy

Jackson Financial Inc

0.65174M
Financial Services

Skyworks Solutions Inc

0.65174M
Technology

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