Dimensional US Small Cap Value ETFDimensional US Small Cap Value ETFDimensional US Small Cap Value ETF

Dimensional US Small Cap Value ETF

No trades
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Key stats


Assets under management (AUM)
‪4.19 B‬USD
Fund flows (1Y)
‪1.45 B‬USD
Dividend yield (indicated)
1.15%
Discount/Premium to NAV
−0.4%

About Dimensional US Small Cap Value ETF


Issuer
Dimensional Holdings, Inc.
Brand
Dimensional
Expense ratio
0.31%
Inception date
Feb 23, 2022
Index tracked
No Underlying Index
Management style
Active
DFSV reaches across sectors to evaluate companies in the bottom 10% of the US total stock market. The funds adviser utilizes their own proprietary research to select small-cap stocks with a lower relative price to their own book value and higher profitability than others in the segment of the market. Positions may be increased or reduced based on short-term criteria such as, momentum and investment opportunity. While the fund is actively managed, the adviser seeks to reduce trading costs by considering market liquidity for securities, managing turnover, and explicit transaction costs. The issuer credits this combination of research, portfolio design, portfolio management, and trading processes to be the long-term drivers of expected returns. The use of derivatives is permitted to leverage or decrease exposure and manage cash flow. The fund can also lend underlying securities to generate additional income.

Classification


Asset Class
Equity
Category
Size and style
Focus
Small cap
Niche
Value
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
99%0.2%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.