DFAT ETF Analysis: Dimensional U.S. Targeted | NYSE
Small Value | NYSE, USA | Market Cap: 14.599m USD | 12M Return: 28.1% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 23.8M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Dimensional U.S. Targeted Value ETF (DFAT) is structured to allocate at least 80% of its net assets to securities of U.S. companies under normal market conditions. This policy reflects the funds focus on the domestic equity market, specifically within the small-cap value segment of the broader U.S. stock universe. To manage liquidity and adjust equity exposure efficiently in response to cash inflows and outflows, the fund may also use futures contracts and options on futures contracts tied to U.S. equity securities and indices.
As a passively managed ETF in the small-value category, DFAT employs a systematic, rules-based investment approach that screens U.S. equities for smaller-capitalization companies exhibiting value characteristics such as lower relative prices and book-to-market ratios. The use of derivatives for cash equitization is a common technique among ETFs, allowing the fund to maintain market exposure without immediately buying or selling underlying stocks when investor flows occur.
- Small-cap value rotation drives AUM and fee revenue
- Rising interest rates pressure small-cap borrowing costs
- Competition intensifies from Avantis and Vanguard value ETFs
As of July 28, 2026, the stock is trading at USD 70.77 with a total of 260,103 shares traded. Over the past week, the price has changed by +1.17%, over one month by +1.30%, over three months by +6.38% and over the past year by +28.09%.
Current recommended Stop Loss: 69.50 (which is 1.8% or 1.5 ATR below the current price).
Dimensional U.S. Targeted has no consensus analysts rating.