DFSV – Fund Analysis – Dimensional US Small Cap Value ETF | Morningstar

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Will DFSV outperform in future?

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

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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 US Small-Cap Value Portfolio offers a compelling option with its broad, well-diversified portfolio and cost-effective execution.

by Daniel Sotiroff

Rated on May 8, 2024 Published on May 8, 2024

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