DFAT
Dimensional U.S. Targeted Value ETF
📎 Investment Objective
The Dimensional U.S. Targeted Value ETF (DFAT) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. companies that are considered to be value stocks.
Overview
ETF tracking Dimensional U.S. Targeted Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Dimensional U.S. Targeted Value ETF (DFAT) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. companies that are considered to be value stocks.
🎯 Investment Strategy
The fund uses a value-oriented investment approach, targeting small and mid-cap U.S. companies that are deemed to be undervalued based on various financial metrics. The portfolio is diversified across sectors and industries, with the goal of capturing the long-term returns associated with the value factor.
✨ Key Features
- Focuses on small and mid-cap U.S. value stocks
- Employs a disciplined, data-driven investment process to identify undervalued companies
- Diversified portfolio across sectors and industries
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to small and mid-cap stocks, which may be more volatile than large-cap stocks
- Value investing style can underperform during certain market environments
- Concentration in the U.S. market, which may be subject to specific economic and political risks
- Lack of performance history, as the fund is newly launched
👤 Best For
The Dimensional U.S. Targeted Value ETF may be suitable for long-term investors seeking exposure to the value factor in the U.S. equity market, particularly those with a higher risk tolerance who are willing to hold the fund for an extended period to potentially capture the long-term returns associated with value investing.