Summary
DFAS Chart
DFAS: A Solid Small-Cap ETF, But DFSV Is The Better Option
DFA Dimensional US Small Cap ETF (DFAS) receives a 'Hold' rating due to underperformance versus DFSV and other small-cap peers. DFAS offers broad diversification and systematic factor tilts but lags DFSV in valuation, dividend yield, and long-term returns. DFAS's modest overweight to financials may offer some resilience in a rising-rate environment, but better small-cap options exist.
Dimensional U.S. Small Cap ETF $DFAS Stock Holdings Increased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,006,896 shares of the company's stock after acquiring an additional 61,161 shares during the period. Dimensional
DFAS: A Small-Cap ETF With A Quality Tilt Outperforming In The Category
DFAS offers diversified small-cap exposure with over 2,000 holdings, focusing on high profitability and disciplined valuation, outperforming the Russell 2000 over time. The fund avoids excessive micro-cap and biotech exposure, maintaining above-average profitability and a balanced sector allocation versus peers. DFAS has slightly higher expenses but benefits from low turnover, strong liquidity, and a quality tilt that supports resilience in challenging environments.
Dimensional U.S. Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,069 | $296,029.6 | $412,059.01 | $116,029.41 | 39.2% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,738 | $389,400.91 | $466,413.33 | $77,012.42 | 19.78% |
| CE Curtis Ellergodt Rothschild Investment LLC | 589 | $41,036 | $47,876.86 | $6,840.86 | 16.67% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,424 | $308,193.12 | $359,140.32 | $50,947.2 | 16.53% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 177,129 | $12.6M | $14.4M | $1.8M | 14.28% |
Dimensional U.S. Small Cap ETF (DFAS) FAQ
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Dimensional U.S. Small Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is recognized for its strategic focus on investing in a broad and diverse group of U.S. small cap companies, adopting a market capitalization weighted approach. With a steadfast commitment to maintaining an investment minimum of 80% of its net assets in small cap U.S. companies, the fund is designed to cater to investors seeking exposure to the dynamic small cap sector of the United States. In an effort to manage its exposure to the equity market efficiently, the fund also engages in the purchase or sale of futures contracts and options on futures contracts for U.S. equity securities and indices. This approach is particularly aimed at adjusting equity market exposure in anticipation of or in response to actual or expected cash inflows to or outflows from the Portfolio, thereby showcasing a flexible strategy towards asset management.
Products and Services
- Market Capitalization Weighted Investments
- Minimum 80% Small Cap U.S. Companies Investment
- Use of Futures Contracts and Options on Futures Contracts
This product focuses on investing in a broad and diverse set of U.S. small cap companies, selecting securities based on their market capitalization. This strategy aims to provide investors with a balanced and representative exposure to the small cap sector, mirroring the performance of these companies as closely as possible.
As a core policy, the fund commits at least 80% of its net assets to investments in small cap companies based in the U.S. This non-fundamental policy underlines the fund’s dedication to providing substantial exposure to the U.S. small cap market, potentially offering higher growth opportunities relative to larger cap stocks.
To manage equity market exposure more dynamically, the fund incorporates the use of futures contracts and options on futures contracts. This involves buying or selling these instruments related to U.S. equity securities and indices. This strategy enables the fund to adjust its market exposure swiftly, taking advantage of actual or expected cash inflows or outflows, thereby possibly mitigating risk and enhancing returns.
