DFSV: An Improved Small Cap Value Fund
Source: SeekingAlpha
2025-01-02 04:38:50 ET
Summary
- The Dimensional US Small Cap Value ETF mitigates risks by focusing on profitable small-cap stocks, unlike the Russell 2000, which includes many unprofitable companies.
- Profitability is crucial for small-cap stocks; profitable stocks in the Russell 2000 have significantly higher returns than unprofitable ones.
- DSFV uses multiple value metrics (price to book, price to cash flow, price to earnings) and blends systematic and discretionary approaches to optimize performance.
- Despite a slightly higher expense ratio, DFSV's focus on profitability and sensible timing strategies makes it a strong choice for small-cap value exposure.
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DFSV: An Improved Small Cap Value Fund
Dimensional US Small Cap Value ETF
NASDAQ: DFSV
DFSV Trading
0.22% G/L:
$36.38 Last:
171,841 Volume:
$36.28 Open:
