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DFA Tax-Managed US Targeted Value DTMVX

Analyst rating as of
NAV / 1-Day Return
46.19  /  1.24 %
Total Assets
6.0 Bil
Adj. Expense Ratio
0.440%
Expense Ratio
0.440%
Fee Level
Low
Longest Manager Tenure
9.20 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.14%
Turnover
14%
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Morningstar’s Analysis

Will DTMVX outperform in future?

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

A well-diversified, tax-aware, small-value strategy.

Summary

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DFA Tax Managed U.S. Targeted Value Portfolio follows a time-tested process and effectively curbs its tax bill. The fund’s upcoming ETF conversion should improve its tax efficiency, making it an excellent small-cap value strategy for tax-sensitive investors. It earns a Morningstar Analyst Rating of Silver.

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