U.S. Small Cap Value Portfolio ETF Class Shares

DFSV

시가총액 US$81.1억

DFA US Small Cap Value ETF earns a "Buy" rating for its diversified, value-and-profitability strategy and outperformance versus the Russell 2000 since 2022. DFSV's portfolio emphasizes financials (28%), especially banks (19%), with minimal company-specific risk; top 10 holdings comprise just 7.7% of assets. While DFSV is compelling, AVUV offers slightly better returns, lower fees, and higher liquidity; both funds' main risk is heavy financials sector exposure.

Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.

DFA Dimensional US Small Cap ETF (DFAS) receives a 'Hold' rating due to underperformance versus DFSV and other small-cap peers. DFAS offers broad diversification and systematic factor tilts but lags DFSV in valuation, dividend yield, and long-term returns. DFAS's modest overweight to financials may offer some resilience in a rising-rate environment, but better small-cap options exist.

The DFA Dimensional US Small Cap Value ETF (DFSV) earns a 'Buy' rating for its active management, attractive valuation, and sector tilt. DFSV's portfolio emphasizes value and profitability, offering broad diversification with over 1,000 holdings and a 27.25% financials sector allocation. Valuation metrics are compelling: P/E of 11.43x, P/B of 1.22x, and expense ratio of 0.30%, making DFSV cost-effective among active peers.

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Small-cap value stocks are knocking the cover off the ball this year. It's an investing combination that rewards over the long term.

DFA Dimensional US Small Cap Value ETF offers diversified, rules-based exposure to US small-cap value stocks with a disciplined selection process. DFSV's active approach emphasizes low price-to-book ratios, excludes unprofitable firms, and maintains low turnover, resulting in a portfolio of over 1,000 holdings with a $3.8B average market cap. DFSV has outperformed the Russell 2000 Value Index on a risk-adjusted basis, and the ETF may do even better if interest rate cuts slow down in 2026.

Dimensional US Small Cap Value ETF offers diversified, value-focused exposure to small-cap U.S. stocks, emphasizing low valuations and profitability. DFSV trades at a significant discount to the Russell 2000 and peers, with sector tilts toward financials and energy, and away from tech and healthcare. The fund has outperformed the Russell 2000 over three years, but carries higher volatility and downside risk typical of small caps.

Little-known China AI startup DeepSeek sent fear rippling throughout the markets this week by announcing major strides in its large language model technology at just a fraction of the cost of what many experts thought possible. That sparked a mini-collapse among big-cap tech stocks like Microsoft, Google, and Nvidia, which tumbled 20% at its low.

Every new year brings with it a new opportunity to stop for a moment, take stock of where we currently sit, revisit resolutions, and refresh outlooks.