DFSV News and Press, Dimensional US Small Cap Value ETF From 04/03/23

2023-04-03 07:51:29 ET Summary SPDR S&P 600 Small Cap Value ETF uses 6 metrics to pick stocks. It is well-diversified. It is close to its parent index in sector breakdown, valuation, total return, and volatility. Most value indexes have two weaknesses. ...

2023-03-23 08:29:17 ET Summary Small-cap value stocks outperform in the long run. They are riskier, turning off some investors. They are too small for many large institutional investors. Dimensional Fund Advisors is a fund provider based on the academic research of Eugene Fama and...

Summary The Dimensional US Small Cap Value ETF is closing in on its first anniversary. It has done better than many other Small-Cap Value ETFs. The Vanguard Small-Cap Value ETF, a very popular SCV ETF, is reviewed as a comparison choice. With history just approaching one year, inves...

Summary AVUV is a systematic ETF targeting small-cap value and profitable stocks. Factor investing may provide higher expected returns and diversification. The fund offers superior factor exposure over its peers. Superior performance comes at the cost of steep drawdowns and concentr...

For investors who have sweated to attain their first $100,000 in portfolio value, congrats! You are well on the way to a dream retirement. The next goal is the $1 million retirement portfolio. It represents financial independence and a lifetime of successful investment strategies. At th...

Summary When year-on-year inflation is over 8%, and 2-year notes yield over 4%, few buys seem more contrarian than 30-year fixed rate bonds yielding only 3.5%. I estimate a >1% annual return premium over a <2.5% long-term "new normal" Fed Funds rate. Short term upside is dou...

EMKR has lost more than half of its value YTD, but the charts suggest the stock has hit bottom, and the worst is over. The inventory problem made its presence felt in a big way in Q2, but EMKR's numbers should get better over time as it is a problem that can heal itself. EMKR is a...

Coffee Holding shares touch a 14-year low. Coffee Holding exits its Steep N Brew division. Fear about Coffee Holding is approaching pandemonium levels. Coffee Holding's balance sheet metrics are off the bargain chart. cbd produce (jordre well) ...

Mesa Air Group is experiencing the bitter reality of being a regional airline. Airline has 200 pilots in training, but between each pilot leaving and coming in there is a 74-day gap. Absent of pilot shortages, regional airlines with fuel cost pass through would provide superior in...

Select Energy Services is seeing increasing demand for its frac and produced water recycling centers. Recent acquisitions have been costly to integrate with the rest of the company, but that is behind them. We think WTTR stock is a buy at current levels for investors wishing to pa...