DFSV
Dimensional US Small Cap Value ETF
📎 Investment Objective
The Dimensional US Small Cap Value ETF seeks to provide exposure to a diversified portfolio of small-capitalization U.S. companies that are considered to be value stocks.
Overview
ETF tracking Dimensional US Small Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Dimensional US Small Cap Value ETF seeks to provide exposure to a diversified portfolio of small-capitalization U.S. companies that are considered to be value stocks.
🎯 Investment Strategy
The ETF invests in a broad range of small-cap U.S. stocks that are selected based on their perceived value characteristics, such as low price-to-book ratios. The fund's portfolio is designed to capture the returns associated with the small-cap value factor, which has historically outperformed the broader small-cap market over the long term.
✨ Key Features
- Focuses on small-cap U.S. companies with value characteristics
- Seeks to capture the small-cap value premium through systematic factor-based investing
- Diversified portfolio of small-cap stocks to manage individual company risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to small-cap stocks, which can be more volatile and less liquid than larger companies
- Value investing style can underperform during certain market environments
- Concentration in the small-cap value segment of the market
- Limited performance history and assets under management
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to the small-cap value segment of the U.S. equity market as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to potentially benefit from the small-cap value premium.