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Dimensional US Small Cap Value ETF DFSV

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFSV

Will DFSV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A potent and cost-effective small-value strategy.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA U.S. Small-Cap Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn a Morningstar Medalist Rating of Silver.

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Portfolio Holdings DFSV

  • Current Portfolio Date
  • Equity Holdings 1016
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.87
11,994,296
Consumer Cyclical
0.65
8,907,140
Consumer Cyclical
0.63
8,616,883
Energy
0.61
8,341,315
Financial Services
0.60
8,276,308
Financial Services
0.60
8,259,667
Basic Materials
0.60
8,197,589
Consumer Cyclical
0.58
7,932,448
Energy
0.58
7,916,831
Consumer Cyclical
0.56
7,755,951
Technology