Confluence Wealth Services Inc. Buys 16,017 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 426,378 shares of the company's stock after buying an additional 16,017 shares during the period. Dimensional U.S.
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The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now
Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically driven methodology to pursue the value and profitability premiums that Eugene Fama and Kenneth French identified decades ago.
DFAT: Active Small Value ETF Beating Passive Competitors
Dimensional US Targeted Value ETF targets small-cap value and profitability, holding 1,313 stocks with a 1.40% yield and 0.28% expense ratio. DFAT is highly diversified, with low company-specific risk, but is notably concentrated in financials (29.1% of assets). DFAT has outperformed its benchmark and most peers since June 2021, though it lagged IWN over the last 12 months.
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DFAT: Concentration Risk, Slow Growth, And Valuation Concerns
Dimensional U.S. Targeted Value ETF offers actively managed small-cap exposure. DFAT trades at a ~20x P/E, lower than the S&P 500 (30x), but historically expensive for value. 85% of sampled holdings are profitable, the average EPS growth over 10 years is just 2.4%, well below S&P 500's 7.5% CAGR.
DFAT: A Low-Volatility, Attractively Valued Small-Cap ETF
Dimensional U.S. Targeted Value ETF combines value and quality in small caps, offering attractive valuations and strong fundamentals, with outperformance and lower volatility than the Russell 2000. The fund is deeply value-oriented, overweight in financials, consumer staples, and energy, and underweight in pricier sectors like tech and healthcare. DFAT trades at a significant discount to the Russell 2000, boasts higher profitability, and delivers better risk-adjusted returns than most small-cap value peers.
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DFAT: Active ETFs Dominate The Small Value Category
Dimensional U.S. Targeted Value ETF focuses on small-cap value stocks and was listed in 2021, inheriting from a fund launched in 1998. DFAT portfolio is diversified in more than 1500 holdings but has a heavy weight in the financial sector. DFAT is superior to the Russell 2000 Value Index regarding both fundamentals and historical returns.
DFAT: A Good Option For Value Investors
DFAT focuses on small and mid-cap companies that are relatively undervalued and have higher profitability. The methodology is sound, considering what indicators have the best chance to identify stocks that will outperform. The fund has outperformed its benchmark index since inception, as well as other relevant funds.
