DFA U.S. Targeted Value Portfolio follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee should give it a long-term advantage.
Dimensional US Targeted Value ETF DFAT
Morningstar’s Analysis DFAT
Will DFAT outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Chesapeake Energy Corp Ordinary Shares - New | 1.03 | 106.8 Mil | Energy |
Unum Group | 0.60 | 62.9 Mil | Financial Services |
Mohawk Industries Inc | 0.59 | 61.8 Mil | Consumer Cyclical |
Taylor Morrison Home Corp | 0.59 | 61.5 Mil | Consumer Cyclical |
TD Synnex Corp | 0.58 | 60.0 Mil | Technology |
Ally Financial Inc | 0.56 | 58.0 Mil | Financial Services |
Arrow Electronics Inc | 0.52 | 54.3 Mil | Technology |
Knight-Swift Transportation Holdings Inc Class A | 0.52 | 53.7 Mil | Industrials |
Jackson Financial Inc | 0.51 | 52.9 Mil | Financial Services |
Antero Resources Corp | 0.50 | 51.6 Mil | Energy |