DFASDimensional U.S. Small Cap ETF
DFAS Fund Description
DFAS actively invests in small-cap US companies, selected using multiple factors and weighted by market capitalization.
DFAS Factset Analytics Insight
DFAS, previously a mutual fund, was converted into an ETF with the aims of lowering expenses for its shareholders and delivering long-term capital appreciation. The fund invests in US small-cap companies, which are categorized as the bottom 10% of the total market. DFAS does not have any sector biases, and will invest across a broad range of sectors, assuming these securities meet the fund’s criteria. Although the fund is generally market-cap-weighted, its active strategy means that the advisor may increase or decrease (or exclude) a company’s exposure after considering factors like free float, momentum, trading strategies, liquidity, relative price, profitability, investment characteristics, and other factors that the fund’s advisor determines to be appropriate.
DFAS MSCI ESG Analytics Insight
Dimensional U.S. Small Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.26 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Dimensional U.S. Small Cap ETF ranks in the 31st percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DFAS Summary Data
DFAS Portfolio Data
DFAS Index Data
DFAS Portfolio Management
DFAS Tax Exposures
DFAS Fund Structure
DFAS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFAS. DFAS is rated a 5 out of 5.
DFAS Sector/Industry Breakdown
DFAS Top 10 Holdings[View All]
DFAS Economic Development
DFAS Performance Statistics
DFAS MSCI ESG Ratings
DFAS Benchmark Comparison Summary
DFAS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.