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 5.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Chesapeake Energy Corp Ordinary Shares - New | 0.63 | 61.2 Mil | Energy |
HF Sinclair Corp | 0.63 | 61.2 Mil | Energy |
Antero Resources Corp | 0.62 | 60.1 Mil | Energy |
TD Synnex Corp | 0.59 | 57.3 Mil | Technology |
Ally Financial Inc | 0.59 | 57.3 Mil | Financial Services |
Unum Group | 0.55 | 53.2 Mil | Financial Services |
Arrow Electronics Inc | 0.53 | 51.6 Mil | Technology |
Knight-Swift Transportation Holdings Inc Class A | 0.52 | 50.0 Mil | Industrials |
Jones Lang LaSalle Inc | 0.51 | 49.1 Mil | Real Estate |
United States Steel Corp | 0.49 | 47.8 Mil | Basic Materials |