Dimensional Targeted Value Etf Profile
| DFAT Etf | USD 63.36 0.98 1.52% |
PerformanceGood
| Odds Of DistressLow
|
Dimensional Targeted is selling for under 63.36 as of the 23rd of January 2026; that is 1.52 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 63.23. Dimensional Targeted has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of October 2025 and ending today, the 23rd of January 2026. Click here to learn more.
As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States. More on Dimensional Targeted Value
Moving together with Dimensional Etf
Dimensional Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Strategy ETFs, Small Value, Dimensional Fund Advisors (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 1998-12-11 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.97 Billion |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citi Fund Services Ohio, Inc. |
| Advisor | Dimensional Fund Advisors L.P. |
| Custodian | Citibank, N.A. |
| Distributor | DFA Securities LLC |
| Portfolio Manager | Jed S. Fogdall, Joel P. Schneider, Marc C. Leblond |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,347 |
| Market Maker | Virtu Financial |
| Total Expense | 0.28 |
| Management Fee | 0.27 |
| Country Name | USA |
| Returns Y T D | 6.42 |
| Name | Dimensional U.S. Targeted Value ETF |
| Currency Code | USD |
| Open Figi | BBG011DXXZC2 |
| In Threey Volatility | 19.94 |
| 1y Volatility | 15.41 |
| 200 Day M A | 55.972 |
| 50 Day M A | 59.8114 |
| Code | DFAT |
| Updated At | 23rd of January 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.44 |
| Type | ETF |
Dimensional Targeted Value [DFAT] is traded in USA and was established 1998-12-11. The fund is listed under Small Value category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Broad Equity ETFs. Dimensional Targeted currently have 6.23 B in assets under management (AUM). , while the total return for the last 3 years was 12.2%.
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Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional Targeted Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dimensional Targeted Value Etf Constituents
| AGCO | AGCO Corporation | Stock | Industrials | |
| AN | AutoNation | Stock | Consumer Discretionary | |
| APO | Apollo Global Management | Stock | Financials | |
| ARW | Arrow Electronics | Stock | Information Technology | |
| BG | Bunge Limited | Stock | Consumer Staples | |
| CNXC | Concentrix | Stock | Industrials | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| DVN | Devon Energy | Stock | Energy |
Dimensional Targeted Top Holders
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock Blend |
Dimensional Targeted Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional Targeted. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7482 | |||
| Semi Deviation | 0.6759 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 |
Dimensional Targeted Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Dimensional Targeted Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Dimensional Targeted price patterns.
Dimensional Targeted Against Markets
Dimensional Etf Analysis Notes
Dimensional Targeted is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Citi Fund Services Ohio, Inc.. The fund has 1347 constituents across multiple sectors and instustries. The fund charges 0.27 percent management fee with a total expences of 0.28 percent of total asset. The fund created five year return of 12.0%. Dimensional Targeted retains 99.96% of assets under management (AUM) in equities. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States. To learn more about Dimensional Targeted Value call the company at NA.Sector Exposure
Dimensional Targeted Value constituents include assets from different sectors. As a result, investing in Dimensional Targeted lets you gain exposure to equities across multiple sectors, sub-sectors, or industries. This can reduce the risk of holding a single asset or a fund not diversified across different sectors or industries. Typically, investors would invest in Dimensional Targeted because they prefer to avoid the increased volatility of non-sector ETFs.
Different industry classifications and sub-sectors that are found among Dimensional Targeted's constituents divide the investing landscape into groups of entities that employ similar trades or provide related services. Combining these segments enables in-depth research of market dynamics to see which parts of the economy are growing or fading. In addition, sector investments offer targeted exposure to these segments, giving investors a wide variety of options to enhance their portfolios' asset allocations and adapt to market volatility.
Dimensional Targeted Investment Alerts
| Latest headline from finance.yahoo.com: 3 Quality and Value-Focused ETFs to Buy Now for Steady Long-Term Returns | |
| The fund retains 99.96% of its assets under management (AUM) in equities |
Dimensional Targeted Thematic Classifications
In addition to having Dimensional Targeted etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Broad Equity ETFsUSA ETFs from Broad Equity clasification | |
| Strategy ETFsUSA ETFs from Strategy clasification |
Management Efficiency
Dimensional Targeted's management efficiency ratios could be used to measure how well Dimensional Targeted manages its routine affairs as well as how well it operates its assets and liabilities.Evaluating the management effectiveness of Dimensional Targeted allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Dimensional Etf analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Returns 3 Y 12.2 | Returns 5 Y 11.95 | Returns 1 Y 11.52 | Total Assets 12.8 B | Yield 1.55 |
Top Dimensional Targeted Value Etf Constituents
| AGCO | AGCO Corporation | Stock | |
| AN | AutoNation | Stock | |
| APO | Apollo Global Management | Stock | |
| ARW | Arrow Electronics | Stock | |
| BG | Bunge Limited | Stock | |
| CNXC | Concentrix | Stock | |
| DAR | Darling Ingredients | Stock | |
| DVN | Devon Energy | Stock | |
| FHN | First Horizon National | Stock | |
| IVZ | Invesco Plc | Stock | |
| PHM | PulteGroup | Stock | |
| PWR | Quanta Services | Stock | |
| RS | Reliance Steel Aluminum | Stock | |
| TOL | Toll Brothers | Stock |
Institutional Etf Holders for Dimensional Targeted
Have you ever been surprised when a price of an equity instrument such as Dimensional Targeted is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dimensional Targeted Value backward and forwards among themselves. Dimensional Targeted's institutional investor refers to the entity that pools money to purchase Dimensional Targeted's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock Blend |
Dimensional Targeted Outstanding Bonds
Dimensional Targeted issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Dimensional Targeted uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Dimensional bonds can be classified according to their maturity, which is the date when Dimensional Targeted Value has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Dimensional Targeted Predictive Daily Indicators
Dimensional Targeted intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Dimensional Targeted etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 5189.79 | |||
| Daily Balance Of Power | (0.85) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 63.8 | |||
| Day Typical Price | 63.66 | |||
| Price Action Indicator | (0.93) | |||
| Period Momentum Indicator | (0.98) |
Dimensional Targeted Forecast Models
Dimensional Targeted's time-series forecasting models are one of many Dimensional Targeted's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Dimensional Targeted's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Targeted Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of Dimensional Targeted is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional Targeted's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Targeted's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional Targeted's market value can be influenced by many factors that don't directly affect Dimensional Targeted's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional Targeted's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Targeted is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Targeted's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.