U.S. Small Cap Value Portfolio ETF Class Shares

DFSV: A 'New' Yet Already Proven Value Fund

DFA US Small Cap Value ETF earns a "Buy" rating for its diversified, value-and-profitability strategy and outperformance versus the Russell 2000 since 2022. DFSV's portfolio emphasizes financials (28%), especially banks (19%), with minimal company-specific risk; top 10 holdings comprise just 7.7% of assets. While DFSV is compelling, AVUV offers slightly better returns, lower fees, and higher liquidity; both funds' main risk is heavy financials sector exposure.

Small Caps, Big Opportunities: Consider Value Amid Rally

Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.

DFAS: A Solid Small-Cap ETF, But DFSV Is The Better Option

DFA Dimensional US Small Cap ETF (DFAS) receives a 'Hold' rating due to underperformance versus DFSV and other small-cap peers. DFAS offers broad diversification and systematic factor tilts but lags DFSV in valuation, dividend yield, and long-term returns. DFAS's modest overweight to financials may offer some resilience in a rising-rate environment, but better small-cap options exist.

How Overweight Financials Could Benefit DFSV In A Higher Rate Environment

The DFA Dimensional US Small Cap Value ETF (DFSV) earns a 'Buy' rating for its active management, attractive valuation, and sector tilt. DFSV's portfolio emphasizes value and profitability, offering broad diversification with over 1,000 holdings and a 27.25% financials sector allocation. Valuation metrics are compelling: P/E of 11.43x, P/B of 1.22x, and expense ratio of 0.30%, making DFSV cost-effective among active peers.

Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Farther Finance Advisors LLC

Sensenig Capital Advisors Inc Buys Shares of 19,938 Dimensional US Small Cap Value ETF $DFSV

SC&H Financial Advisors Inc. Has $1.79 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV

SC&H Financial Advisors Inc. lowered its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,479 shares of the company's stock after selling 36,147 shares during the quarter. SC&H

HBE Wealth Management LLC Buys Shares of 33,097 Dimensional US Small Cap Value ETF $DFSV

HBE Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 33,097 shares of the company's stock, valued at approximately $1,089,000. Dimensional US Small Cap Value