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.
DFAS: A Good Small-Cap Option
Small caps have underperformed large caps, but I believe they will outperform over time, making the Dimensional U.S. Small Cap ETF a strong consideration. The DFAS ETF is highly diversified, with no position over 0.45%, and focuses on sectors like Financials and Industrials, offering a value tilt. DFAS has a 0.26% expense ratio and uses Dimensional's factor-based approach, potentially outperforming passive small-cap ETFs despite higher volatility.
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ETF Edge: Getting active with small caps
Rob Harvey, Vice President of Dimensional Funds, and Ben Slavin, Global Head of ETFs for BNY Mellon, join CNBC's Bob Pisani on the ‘Halftime Report' to discuss the alternatives to small cap ETFs.
