

The Dimensional U.S. Targeted Value ETF is a strong alternative to Russell 2000 Index ETFs like IWN, but it's downgraded to 'hold' due to relative valuation concerns versus AVUV. DFAT trades at a 13.73x TTM P/E, 15% more expensive than AVUV, with no offsetting growth or quality edge. The quality angle is notable. AVUV, despite holding smaller, presumably less-profitable companies, offers better margins and capital efficiency from top to bottom.

Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to the firm.


Bank of America Corp DE boosted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,531,232 shares of the company's stock after acquiring an additional 225,621 shares during


Dimensional U.S. Targeted Value ETF (DFAT) is upgraded to a 'buy' due to improved growth prospects, compelling P/E valuations, and adequate quality controls. DFAT now offers 12.91% expected EPS growth and trades at a cheap 11.86x forward P/E, supporting double-digit return potential over the next year and 5-10% more in 2026. DFAT outperformed IWN over the past decade, offers a lower portfolio beta, and emphasizes profitability, with 89% of holdings reporting positive net income last year.

These options are solid starting points. Morningstar's Guide to Portfolio Diversification.

Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 426,378 shares of the company's stock after buying an additional 16,017 shares during the period. Dimensional U.S.