Dimensional US Small Cap Value ETF

DFSV

Market cap $5.33B

Overview Fund Activity

32.28 USD

-0.44

1.34%

At close Updated Sep 12, 4:00 PM EDT

1 day

-1.34%

5 days

-1.01%

1 month

4.98%

3 months

10.89%

6 months

15.41%

Year to date

5.25%

1 year

10.7%

5 years

29.9%

10 years

29.9%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

167% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 95

142% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 26

11% more capital invested

Capital invested by funds: $3.27B [Q1] → $3.65B (+$376M) [Q2]

7% more funds holding

Funds holding: 410 [Q1] → 440 (+30) [Q2]

6% more funds holding in top 10

Funds holding in top 10: 51 [Q1] → 54 (+3) [Q2]

1.54% less ownership

Funds ownership: 79.4% [Q1] → 77.87% (-1.54%) [Q2]

See Fund Rankings

Financial journalist opinion

DFSV: Diversified Small-Cap Exposure At Attractive Valuation

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.

DFSV: Diversified Small-Cap Exposure At Attractive Valuation

Small-Caps: Big Potential in Today's Market

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.

Small-Caps: Big Potential in Today's Market

Market Predictions & ETF Ideas for a New Year

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.

Market Predictions & ETF Ideas for a New Year

DFSV: An Improved Small Cap Value Fund

The Dimensional US Small Cap Value ETF mitigates risks by focusing on profitable small-cap stocks, unlike the Russell 2000, which includes many unprofitable companies. Profitability is crucial for small-cap stocks; profitable stocks in the Russell 2000 have significantly higher returns than unprofitable ones. DSFV uses multiple value metrics (price to book, price to cash flow, price to earnings) and blends systematic and discretionary approaches to optimize performance.

DFSV: An Improved Small Cap Value Fund

DFSV: Good For A Defensive Approach

DFSV offers exposure to small-cap value stocks with a focus on long-term returns and broad diversification. Since its inception, DFSV has been outperforming the Russell 2000 Value Index and Russell 3000. Current market conditions and the market's high valuation pose risks, making this ETF a good defensive vehicle.

DFSV: Good For A Defensive Approach

Finding the Right Small-Cap ETF for Different Outcomes

It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

Finding the Right Small-Cap ETF for Different Outcomes

DFSV: An Active Small-Cap Fund That Works

Small-cap passive averages are stagnant due to "zombie companies" with high debt and low margins. Dimensional US Small Cap Value ETF is an actively managed fund with diversified holdings and a value tilt. The DFSV ETF has outperformed passive funds like iShares Russell 2000 Value ETF and benefits from Dimensional's factor-based investing expertise.

DFSV: An Active Small-Cap Fund That Works

3 Great ETFs to Play a Rebound in Small-Value Stocks

#Morningstar  #SmallCapValueETF #ETFInvesting Small-value stocks present an opportunity in an increasingly large-growth world. 00:00 Introduction 00:30 Vanguard S&P Small-Cap 600 Value ETF VIOV 01:21 Dimensional US Small Cap Value ETF DFSV 02:18 Avantis US Small Cap Value ETF AVUV Bryan Armour: A mix of earnings growth and widening valuations pulled US stocks out of a rut in 2023.

DFSV: Affordable, Actively Managed Small-Cap Value ETF Worth Watching

Dimensional US Small Cap Value ETF is a low-cost, actively managed small-cap value fund with a long history of beating its benchmark Russell 2000 Value Index. AUM is under $3 billion, far below some peers. On rolling five-year returns since August 2000, the DFSV ETF and its Institutional Class Fund outperformed 71% of the time, with the success rate gradually increasing as your holding period lengthens. This is good evidence the proprietary value strategy, which selects nearly 1,000 stocks with market caps as low as $14 million, works. However, other actively managed funds are doing well, too.

DFSV: Actively Managed ETFs Lead The Small Cap Value Style (Rating Downgrade)

Dimensional US Small Cap Value ETF is an actively managed fund holding over 1000 small caps. The DFSV ETF selects stocks based on valuation and profitability. It is well-diversified across holdings, but quite heavy in the financial sector. DFSV has outperformed the Russell 2000 benchmark and passively managed small-cap value ETFs since its inception, but faces competition from Avantis U.S. Small Cap Value ETF.

See News Rankings

Charts implemented using Lightweight Charts™