DFAT Stock Price, Chart, Stats & News

Dimensional - US Targeted Value ETF
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Small Value
Category
0.28%
Expense ratio
14.25B
Assets
32.63%
1Y return
DFAT chart
1M
3M
1Y
5Y
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DFAT returns
| YTD | 17.25% |
| 1Y | 32.63% |
| 3Y | 16.88% |
| 5Y | 10.07% |
| 10Y | 11.31% |
| 1Y volatility | 13.21% |
| 3Y volatility | 19.23% |
| Sharpe ratio | 0.74 |
About
Under ordinary conditions, this fund primarily dedicates a minimum of 80% of its total assets to securities issued by U. S. companies. Additionally, the fund holds the discretion to trade futures contracts and options on futures contracts, specifically those linked to U.
Top 10 DFAT holdings
| Holding | Ownership |
|---|---|
Consumer Cyclical 0.75% | |
Energy 0.73% | |
Technology 0.67% | |
Consumer Cyclical 0.65% | |
Energy 0.65% | |
Energy 0.64% | |
Consumer Cyclical 0.62% | |
Consumer Defensive 0.62% | |
Consumer Defensive 0.62% | |
Industrials 0.59% |
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