Dimensional US Small Cap Value ETFDFSV
DFSV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
220% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 59
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
25% more capital invested
Capital invested by funds: $2.27B [Q2] → $2.84B (+$563M) [Q3]
8% more funds holding
Funds holding: 295 [Q2] → 318 (+23) [Q3]
5% more funds holding in top 10
Funds holding in top 10: 38 [Q2] → 40 (+2) [Q3]
1.46% more ownership
Funds ownership: 73.17% [Q2] → 74.63% (+1.46%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for DFSV.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
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.
Positive
ETF Trends
5 months ago
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.
Neutral
Seeking Alpha
5 months ago
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.
Positive
Morningstar
6 months ago
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.
Positive
Seeking Alpha
8 months ago
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.
Positive
Seeking Alpha
11 months ago
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.
Positive
ETF Trends
1 year ago
ETF 360: Dimensional Continues to Build on Success
The latest ETF 360 features Dimensional's Rob Harvey in conversation with VettaFi's Head of Research Todd Rosenbluth. The two discussed Dimensional's broad success and the Dimensional US Small Cap Value ETF (DFSV).
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