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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.
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.
Farther Finance Advisors LLC increased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 53.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 406,031 shares of the company's stock after acquiring an additional 141,317 shares
Sensenig Capital Advisors Inc purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 19,938 shares of the company's stock, valued at approximately $656,000. Dimensional US Small Cap
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 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
Foundation Wealth Management LLC PA increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 400,037 shares of the company's stock after purchasing an additional 66,375 shares
Coldstream Capital Management Inc. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 70.2% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,259,928 shares of the company's stock after acquiring an additional 932,459 shares during the quarter. Dimensional
SEC filings for DFSV aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.