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Dimensional U.S. Targeted Value ETF

DFAT
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 11 1998
Expense Ratio
0.29%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$12,804,246
AUM
$8,044,333,380
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Dividend
No
Prospectus

Top 10 Holdings

RS
Reliance Steel & Aluminum Co.
0.97%
DDS
Dillard`s Inc. - Ordinary Shares - Class A
0.71%
ARW
Arrow Electronics Inc.
0.66%
BWA
BorgWarner Inc
0.63%
KNX
Knight-Swift Transportation Holdings Inc - Ordinary Shares - Class A
0.62%
AGCO
AGCO Corp.
0.61%
PHM
PulteGroup Inc
0.60%
DINO
HF Sinclair Corporation
0.57%
STLD
Steel Dynamics Inc.
0.57%
AN
Autonation Inc.
0.57%
Invest with DFAT

What is DFAT?

The investment objective of the Dimensional U.S. Targeted Value ETF (the "US Targeted Value ETF" or "Portfolio") is to achieve long-term capital appreciation while minimizing federal income taxes on returns. To achieve its investment objective, the US Targeted Value ETF, using a market capitalization weightedapproach, generally purchases a broad and diverse group of readily marketable securities of U.S. small and midcap companies that the Advisor determines to be lower relative price stocks with higher profitability. Acompany s market capitalization is the number of its shares outstanding times its price per share. In general, thehigher the relative market capitalization of the eligible company, the greater its representation in the Portfolio.The Advisor may increase or decrease the Portfolio s exposure to an eligible company, or exclude a company,after considering such factors as free float, momentum, trading strategies, liquidity, size, relative price,profitability, investment characteristics, and other factors that the Advisor determines to be appropriate.

ETFs related toDFAT

ETFs correlated to DFAT include DFSV, VBR, AVUV

DFAT
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFSV
Dimensional ETF Trust - Dimensional US Small Cap Value ETF
VBR
Vanguard Group, Inc. - Vanguard Small Cap Value ETF
AVUV
American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ISCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Small-Cap Value ETF
JMEE
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
EZM
WisdomTree Trust - WisdomTree U.S. MidCap Fund
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
VFVA
Vanguard Group, Inc. - Vanguard U.S. Value Factor ETF
PLTL
Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDFAT

#GLOMO

On Top of the World: Global Momentum

Category

Momentum, Lever Up, Go Global

Risk Rating

Moderate

Can contain

DFATVBR
#BUTTERFLY

Golden Butterfly

Category

Getting Defensive

Risk Rating

Moderate

Can contain

DFATVBR

Create your own algorithmic trading strategy with DFAT using Composer

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.