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DFSV

Dimensional - US Small Cap Value ETF
1W: +0.5% 1M: -0.1% 3M: -0.1% YTD: +11.8% 1Y: +30.4% 3Y: +66.4%
$37.42
+0.27 (+0.73%)
 
Weekly Expected Move ±1.7%
$35 $36 $36 $37 $38
ETF AMEX · AUM $7.6B
Key Statistics
AUM$7.6B
Holdings1,033
Top 10 Wt7.5%
Volume680,855
Avg Volume1,348,430
Beta1.10
Portfolio Fundamentals
P/E16.6
P/B1.4
Div Yield2.02%
ROE6.1%
% Profitable70%
Inception2022-02-24
Sector Allocation
Financial Services 27.6%
Industrials 14.8%
Consumer Cyclical 13.6%
Energy 13.5%
Technology 8.3%
Healthcare 6.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 CASH AND CASH EQUIVALENTS 1.23% $92.6M 92,588,510
2 HF SINCLAIR CORP DINO 0.86% $64.3M 903,650
3 BORG-WARNER INC. BWA 0.84% $62.9M 998,771
4 KNIGHT-SWIFT TRANSPORTATI KNX 0.78% $58.7M 826,527
5 INVESCO LTD 0UAN.L 0.77% $57.5M 2,132,570
6 APA CORP APA 0.75% $56.0M 1,424,873
7 OVINTIV INC OVV 0.75% $56.0M 940,101
8 ARROW ELECTRONICS INC ARW 0.73% $54.8M 255,588
9 WESCO INTERNATIONAL INC WCC 0.72% $53.8M 153,745
10 WEBSTER FINANCIAL CORP WBS 0.68% $51.1M 698,863

Recent Holding Changes

Date Holding Change Details
2026-05-22 VLY Changed 2764952 → 2769764
2026-05-22 HWC Changed 417517 → 418196
2026-05-22 WD Changed 122821 → 127605
2026-05-22 OPY Changed 13224 → 13476
2026-05-22 SLVM Changed 58698 → 60197

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