DFAT – Fund Analysis – Dimensional US Targeted Value ETF | Morningstar

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Will DFAT outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFAT’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFAT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad and cost-effective small-value strategy.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US Targeted Value Portfolio’s breadth, cost-effective execution, and competitive fee should give it a long-term advantage over its small-value category peers.

by Daniel Sotiroff

Rated on Apr 27, 2026 Published on Apr 27, 2026

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