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DFAT

Dimensional - US Targeted Value ETF
1W: +0.4% 1M: +0.2% 3M: -0.1% YTD: +10.8% 1Y: +26.7% 3Y: +65.2%
$66.95
+0.45 (+0.68%)
 
Weekly Expected Move ±1.8%
$63 $64 $65 $67 $68
ETF AMEX · AUM $13.8B
Key Statistics
AUM$13.8B
Holdings1,259
Top 10 Wt6.9%
Volume245,811
Avg Volume352,825
Beta1.09
Portfolio Fundamentals
P/E16.1
P/B1.6
Div Yield1.90%
ROE8.9%
% Profitable73%
Inception2021-06-14
Sector Allocation
Financial Services 28.0%
Industrials 15.8%
Consumer Cyclical 14.5%
Energy 11.5%
Technology 9.0%
Consumer Defensive 6.7%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 PERMIAN PR 0.82% $111.5M 5,337,649
2 WESCO INTERNATIONAL INC WCC 0.73% $98.8M 282,212
3 OVINTIV INC OVV 0.71% $96.8M 1,625,319
4 APA CORP APA 0.71% $96.4M 2,452,905
5 AKAMAI TECHNOLOGIES INC. AKAM 0.68% $92.1M 641,757
6 CF INDUSTRIES HOLDINGS CF 0.66% $90.0M 730,204
7 BORG-WARNER INC. BWA 0.65% $88.7M 1,409,109
8 BALL CORPORATION BLL 0.64% $86.7M 1,526,316
9 VIATRIS INC VTRS 0.64% $86.6M 5,221,395
10 TOLL BROTHERS INC TOL 0.63% $84.9M 623,138

Recent Holding Changes

Date Holding Change Details
2026-05-22 OPRX Changed 16906 → 2110
2026-05-22 MCHB Changed 73343 → 58567
2026-05-22 FUL Changed 298674 → 315741
2026-05-22 VAC Changed 172290 → 161479
2026-05-22 HRMY Changed 242175 → 260340

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms