DFAS Dimensional U.S. Small Cap ETF
What is DFAS?
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 Summary Data
DFAS Portfolio Data
DFAS Index Data
DFAS Portfolio Management
DFAS Tax Exposures
DFAS Fund Structure
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
DFAS Performance Statistics
DFAS Economic Development
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.