Dimensional US Targeted Value ETFDFAT
DFAT
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
467% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 18
30% more funds holding in top 10
Funds holding in top 10: 90 [Q3] → 117 (+27) [Q4]
12% more funds holding
Funds holding: 622 [Q3] → 696 (+74) [Q4]
12% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 211
8% more capital invested
Capital invested by funds: $7.95B [Q3] → $8.6B (+$655M) [Q4]
4.71% more ownership
Funds ownership: 75.38% [Q3] → 80.1% (+4.71%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for DFAT.
Financial journalist opinion
Positive
Morningstar
3 months ago
DRAFT: 3 Great US ETFs for 2025 and Beyond
These US ETFs can be the cornerstones of any portfolio.
Positive
Seeking Alpha
3 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
8 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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