Dimensional US Targeted Value ETFDFAT
DFAT
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 34
29% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 220
0% less funds holding
Funds holding: 702 [Q4 2024] → 700 (-2) [Q1 2025]
2.41% less ownership
Funds ownership: 80.18% [Q4 2024] → 77.77% (-2.41%) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 118 [Q4 2024] → 109 (-9) [Q1 2025]
8% less capital invested
Capital invested by funds: $8.62B [Q4 2024] → $7.91B (-$707M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for DFAT.
Financial journalist opinion
Positive
Seeking Alpha
5 days ago
DFAT: A Low-Volatility, Attractively Valued Small-Cap ETF
Dimensional U.S. Targeted Value ETF combines value and quality in small caps, offering attractive valuations and strong fundamentals, with outperformance and lower volatility than the Russell 2000. The fund is deeply value-oriented, overweight in financials, consumer staples, and energy, and underweight in pricier sectors like tech and healthcare. DFAT trades at a significant discount to the Russell 2000, boasts higher profitability, and delivers better risk-adjusted returns than most small-cap value peers.
Positive
Morningstar
6 months ago
DRAFT: 3 Great US ETFs for 2025 and Beyond
These US ETFs can be the cornerstones of any portfolio.
Positive
Seeking Alpha
6 months ago
DFAT: Active ETFs Dominate The Small Value Category
Dimensional U.S. Targeted Value ETF focuses on small-cap value stocks and was listed in 2021, inheriting from a fund launched in 1998. DFAT portfolio is diversified in more than 1500 holdings but has a heavy weight in the financial sector. DFAT is superior to the Russell 2000 Value Index regarding both fundamentals and historical returns.
Positive
Seeking Alpha
11 months ago
DFAT: A Good Option For Value Investors
DFAT focuses on small and mid-cap companies that are relatively undervalued and have higher profitability. The methodology is sound, considering what indicators have the best chance to identify stocks that will outperform. The fund has outperformed its benchmark index since inception, as well as other relevant funds.
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