DFAT Dimensional U.S. Targeted Value ETF
What is DFAT?
DFAT is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks.
DFAT Factset Analytics Insight
DFAT is an actively managed fund that seeks long-term capital appreciation while maximizing after-tax returns. It holds US mid- and small-cap companies the fund’s advisor considers to have lower relative price with higher profitability potential. Firms that meet size and liquidity requirements are further evaluated based on the following factors: relative price, profitability, and investment characteristics. Factors such as price to cash flow or price to earnings ratios are considered in assessing the relative price, while earnings or profits from operations relative to book value or assets are analyzed for profitability measures. In addition, ratios such as recent changes in assets divided by total assets are used to review a firm’s investment characteristics. Holdings are typically market-cap-weighted but with an active approach, weightings may fluctuate. DFAT was originally launched as a mutual fund and was converted to an ETF on June 14, 2021.
DFAT Summary Data
DFAT Portfolio Data
DFAT Index Data
DFAT Portfolio Management
DFAT Tax Exposures
DFAT Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFAT. DFAT is rated a 5 out of 5.
DFAT Sector/Industry Breakdown
DFAT Top 10 Holdings
DFAT Performance Statistics
DFAT Economic Development
DFAT Benchmark Comparison Summary
DFAT 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.