Dimensional Targeted is selling for under 55.81 as of the 31st of August 2024; that is 0.70 percent increase since the beginning of the trading day. The etf's last reported lowest price was 55.15. Dimensional Targeted has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Dimensional Targeted Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of June 2024 and ending today, the 31st of August 2024. Click here to learn more.
As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States. More on Dimensional Targeted Value
Jed S. Fogdall, Joel P. Schneider, Marc C. Leblond
Transfer Agent
Citibank, N.A.
Fiscal Year End
31-Oct
Exchange
NYSE Arca, Inc.
Number of Constituents
1,494
Market Maker
Virtu Financial
Total Expense
0.29
Management Fee
0.27
Country Name
USA
Returns Y T D
7.3
Name
Dimensional U.S. Targeted Value ETF
Currency Code
USD
Open Figi
BBG011DXXZC2
In Threey Volatility
22.38
1y Volatility
22.43
200 Day M A
51.9631
50 Day M A
53.698
Code
DFAT
Updated At
31st of August 2024
Currency Name
US Dollar
In Threey Sharp Ratio
0.4
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 8.7%.
Check Dimensional Targeted Probability Of Bankruptcy
Geographic Allocation (%)
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.
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.
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, which includes a position in Dimensional Targeted Value. 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
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.