Dimensional Targeted Value Etf Profile

Dimensional Targeted is selling for under 48.70 as of the 16th of June 2024; that is 0.91 percent increase since the beginning of the trading day. The etf's last reported lowest price was 48.26. Equity ratings for Dimensional Targeted Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of May 2024 and ending today, the 16th of June 2024. Click here to learn more.

Dimensional Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Strategy ETFs, Small Value, Dimensional Fund Advisors (View all Sectors)
IssuerDimensional Fund Advisors
Inception Date1998-12-11
BenchmarkRussell 2000 Value Index
Entity TypeRegulated Investment Company
Asset Under Management9.68 Billion
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCiti Fund Services Ohio, Inc.
AdvisorDimensional Fund Advisors LP
CustodianCitibank, N.A.
DistributorDFA Securities LLC
Portfolio ManagerJed S. Fogdall, Joel P. Schneider, Marc C. Leblond
Transfer AgentCitibank, N.A.
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents1,515
Market MakerVirtu Financial
Total Expense0.29
Management Fee0.27
Country NameUSA
Returns Y T D(2.3)
NameDimensional U.S. Targeted Value ETF
Currency CodeUSD
Open FigiBBG011DXXZC2
In Threey Volatility21.81
1y Volatility22.77
200 Day M A49.7534
50 Day M A52.5528
CodeDFAT
Updated At15th of June 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.25
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 5.1%.
Check Dimensional Targeted Probability Of Bankruptcy

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

AGCOAGCO CorporationStockIndustrials
ANAutoNationStockConsumer Discretionary
APOApollo Global ManagementStockFinancials
ARWArrow ElectronicsStockInformation Technology
BGBunge LimitedStockConsumer Staples
CNXCConcentrixStockInformation Technology
DARDarling IngredientsStockConsumer Staples
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Dimensional Targeted Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dimensional Targeted market risk premium is the additional return an investor will receive from holding Dimensional Targeted long position in a well-diversified portfolio. 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. Although Dimensional Targeted's alpha and beta are two of the key measurements used to evaluate Dimensional Targeted's performance over the market, the standard measures of volatility play an important role as well.

Dimensional Targeted Against Markets

Dimensional Targeted Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Dimensional Targeted etf to make a market-neutral strategy. Peer analysis of Dimensional Targeted could also be used in its relative valuation, which is a method of valuing Dimensional Targeted by comparing valuation metrics with similar companies.
 Risk & Return  Correlation

Additional Information and Resources on Investing in Dimensional Etf

When determining whether Dimensional Targeted is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Dimensional Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Dimensional Targeted Value Etf. Highlighted below are key reports to facilitate an investment decision about Dimensional Targeted Value Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios. 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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.
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.