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DFA US Targeted Value I DFFVX

Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 30.75  /  1.52 %
  • Total Assets 12.9 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.33%
  • Turnover 18%

Morningstar’s Analysis DFFVX

Will DFFVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A broad and cost-effective small-value strategy.

Senior Analyst

Summary

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DFA US Targeted Value Portfolio follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee support a Morningstar Analyst Rating of Silver.

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