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U.S. Targeted Value Portfolio ETF Class Shares

DFAT

Market cap $14.3B

69.44 USD

+0.01

0.01%

At close Updated Oct 28, 4:00 PM EDT

Pre-market

After hours

69.56

+0.12

0.17%

1 day

0.01%

5 days

1.91%

1 month

3.03%

3 months

-2.91%

6 months

4.2%

Year to date

15.68%

1 year

20.06%

5 years

49.2%

10 years

51.75%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 66.7%

Neutral 33.3%

Negative 0%

DFAT: Dimensional's Targeted Value ETF Doesn't Stack Up Against AVUV

The Dimensional U.S. Targeted Value ETF is a strong alternative to Russell 2000 Index ETFs like IWN, but it's downgraded to 'hold' due to relative valuation concerns versus AVUV. DFAT trades at a 13.73x TTM P/E, 15% more expensive than AVUV, with no offsetting growth or quality edge. The quality angle is notable. AVUV, despite holding smaller, presumably less-profitable companies, offers better margins and capital efficiency from top to bottom.

DFAT: Dimensional's Targeted Value ETF Doesn't Stack Up Against AVUV

Dimensional's ‘New' ETFs Are Really ETF Share Classes

Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to the firm.

Dimensional's ‘New' ETFs Are Really ETF Share Classes

DFAT: Improved Growth Outlook Powering Small-Cap Value Returns In 2026

Dimensional U.S. Targeted Value ETF (DFAT) is upgraded to a 'buy' due to improved growth prospects, compelling P/E valuations, and adequate quality controls. DFAT now offers 12.91% expected EPS growth and trades at a cheap 11.86x forward P/E, supporting double-digit return potential over the next year and 5-10% more in 2026. DFAT outperformed IWN over the past decade, offers a lower portfolio beta, and emphasizes profitability, with 89% of holdings reporting positive net income last year.

DFAT: Improved Growth Outlook Powering Small-Cap Value Returns In 2026

3 ETFs to Diversify Your Portfolio in 2026

These options are solid starting points. Morningstar's Guide to Portfolio Diversification.

3 ETFs to Diversify Your Portfolio in 2026

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4 ETFs That Beat the S&P 500 by Ignoring Market Cap Entirely

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.

4 ETFs That Beat the S&P 500 by Ignoring Market Cap Entirely

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The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now

Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically driven methodology to pursue the value and profitability premiums that Eugene Fama and Kenneth French identified decades ago.

The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now

DFAT: Active Small Value ETF Beating Passive Competitors

Dimensional US Targeted Value ETF targets small-cap value and profitability, holding 1,313 stocks with a 1.40% yield and 0.28% expense ratio. DFAT is highly diversified, with low company-specific risk, but is notably concentrated in financials (29.1% of assets). DFAT has outperformed its benchmark and most peers since June 2021, though it lagged IWN over the last 12 months.

DFAT: Active Small Value ETF Beating Passive Competitors

24/7 Wall Street

3 Quality and Value-Focused ETFs to Buy Now for Steady Long-Term Returns

Investors who are looking for quality and value in this current market have plenty of work to do to find investments that meet their underlying criteria.

3 Quality and Value-Focused ETFs to Buy Now for Steady Long-Term Returns

3 ETFs for Diversifying Beyond AI

Avoid paying for the high expectations for AI stocks with these ETFs. Why the AI Spending Spree Could Spell Trouble for Investors,

3 ETFs for Diversifying Beyond AI

DFAT: Concentration Risk, Slow Growth, And Valuation Concerns

Dimensional U.S. Targeted Value ETF offers actively managed small-cap exposure. DFAT trades at a ~20x P/E, lower than the S&P 500 (30x), but historically expensive for value. 85% of sampled holdings are profitable, the average EPS growth over 10 years is just 2.4%, well below S&P 500's 7.5% CAGR.

DFAT: Concentration Risk, Slow Growth, And Valuation Concerns

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