Fund report

US-listed

DFAT

Dimensional U.S. Targeted Value ETF
Dimensional (DFA)

1,284 holdings as of 2026-04-30 · top 10 = 12.1% · TER 0.28% · P/E 15.8

Add to portfolioStart with this fund, then add the others you hold.
Concentration
Well diversifiedtop 10 = 12.1%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
1,284
as of 2026-04-30
Top 10
12.1%
TER
0.28%
cheaper than 77% of peers
Net assets
US$13.7B
Largest
5.9%
P / E
15.8
covers 80% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
15.2%
02Valuation and performance
market price return · as of 2026-09-02
1M
-0.6%
3M
+6.0%
6M
+10.0%
YTD
+19.7%
1Y
+21.8%
Valuation1,193 companies covered · weighted, profitable holdings only
15.8
price / earnings
MethodologyCompany-data coverageThe rest is 13% loss-making companies, which carry no P/E by the positive-earner convention; 6% bonds, cash or other non-equity; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
4.1%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 93% by weight
1.50
price / book
covers 89% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-04-30
#CompanyIdentifierWeight
1DIMENSIONAL FUND ADVISORS LP USUS23320U4058
5.6
2PERMIAN RESOURCES CORPORATION USPR
0.8
3WESCO INTERNATIONAL, INC. USWCC
0.8
4CF Industries Holdings Inc USCF
0.8
5Amkor Technology Inc USAMKR
0.7
6Ovintiv Inc USOVV
0.7
7APA Corp USAPA
0.7
8VIATRIS INC. USVTRS US
0.7
9TD SYNNEX CORPORATION USSNX
0.6
10BALL CORPORATION USBALL US
0.6
11TOLL BROTHERS, INC. USTOL
0.6
12AKAMAI TECHNOLOGIES, INC. USAKAM
0.6
13BorgWarner Inc USBWA
0.6
14ALLY FINANCIAL INC. USALLY
0.5
15CNH Industrial N.V. NLCNH
0.5
16FIRST HORIZON CORPORATION USFHN
0.5
17Regal Rexnord Corporation USRRX
0.5
18FRANKLIN RESOURCES, INC. USBEN US
0.5
19ANTERO RESOURCES CORPORATION USAR
0.5
20Arrow Electronics Inc USARW
0.5
21INVESCO LTD BMIVZ US
0.5
22THE GAP, INC. USGAP
0.5
23KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. USKNX
0.5
24THE J. M. SMUCKER COMPANY USSJM US
0.4
25HF SINCLAIR CORPORATION USDINO
0.4
26RENAISSANCERE HOLDINGS LTD. BMRNR
0.4
27ELANCO ANIMAL HEALTH INCORPORATED USELAN
0.4
28TTM TECHNOLOGIES, INC. USTTMI
0.4
29GLOBE LIFE INC. USGL US
0.4
30Popular Inc PRBPOP
0.4
31DARLING INGREDIENTS INC. USDAR
0.4
32UNUM GROUP USUNM
0.4
33SOUTHSTATE BANK CORPORATION USSSB
0.4
34Ryder System Inc USR
0.4
35Jackson Financial Inc USJXN
0.4
36Matador Resources Co USMTDR
0.4
37UNIVERSAL HEALTH SERVICES, INC. USUHS US
0.4
38Commercial Metals Co USCMC
0.4
39Performance Food Group Co USPFGC
0.4
40Zions Bancorp NA USZION
0.4
41Molson Coors Beverage Co USTAP
0.4
42Avnet Inc USAVT
0.4
43Owens Corning USOC
0.4
44AGCO Corp USAGCO
0.4
45PINNACLE FINANCIAL PARTNERS, INC. USPNFP
0.4
46LITHIA MOTORS, INC. USLAD
0.3
47Ingredion Inc USINGR
0.3
48OneMain Holdings Inc USOMF
0.3
49EnerSys USENS
0.3
50Axis Capital Holdings Ltd BMAXS
0.3
Add this fund to your portfolio →
04Exposure
Equity 94.4%Cash 5.6%
By sector
Financial Services27.7%
Industrials16.6%
Consumer Cyclical13.3%
Energy11.4%
Technology7.9%
Materials6.7%
Consumer Defensive6.3%
Healthcare5.9%
Communication Services1.9%
Real Estate0.8%
Utilities0.4%
By country
USUnited States98.3%
BMBermuda3.2%
GBUnited Kingdom0.7%
PRPR0.7%
IEIreland0.6%
NLNetherlands0.6%
MCMC0.3%
JEJersey0.3%
CurrencyUSD 101.8% EUR 1.1% GBP 1.0% CHF 0.3% CAD 0.2%

See this fund inside your whole portfolio

Paste every fund you hold and see the companies you actually own, merged across all of them, with overlap, concentration and portfolio P/E. You can also test what adding this ETF would change.

Add to portfolio →