Dimensional Targeted Value Etf Performance
| DFAT Etf | USD 60.40 0.05 0.08% |
The etf shows a Beta (market volatility) of 1.18, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dimensional Targeted will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional Targeted Value are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Dimensional Targeted is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Pure Financial Advisors LLC Has 248.31 Million Stock Position in Dimensional U.S. Targeted Value ETF DFAT | 10/02/2025 |
2 | TFC Financial Management Inc. Cuts Stake in Dimensional U.S. Targeted Value ETF DFAT | 10/17/2025 |
3 | Dimensional U.S. Targeted Value ETF DFAT Position Raised by Signature Estate Investment Advisors LLC | 10/20/2025 |
4 | D.A. Davidson CO. Buys 5,001 Shares of Dimensional U.S. Targeted Value ETF DFAT | 10/24/2025 |
5 | Dimensional U.S. Targeted Value ETF DFAT Shares Bought by Arkadios Wealth Advisors | 10/31/2025 |
6 | Astra Wealth Partners LLC Raises Stake in Dimensional U.S. Targeted Value ETF DFAT | 11/03/2025 |
7 | Cloud Capital Management LLC Sells 3,679 Shares of Dimensional U.S. Targeted Value ETF DFAT | 11/05/2025 |
8 | Dimensional U.S. Targeted Value ETF DFAT Shares Purchased by Better Money Decisions LLC | 11/13/2025 |
9 | Measured Wealth Private Client Group LLC Sells 2,847 Shares of Dimensional U.S. Targeted Value ETF DFAT | 11/28/2025 |
Dimensional | Build AI portfolio with Dimensional Etf |
Dimensional Targeted Relative Risk vs. Return Landscape
If you would invest 5,824 in Dimensional Targeted Value on September 20, 2025 and sell it today you would earn a total of 216.00 from holding Dimensional Targeted Value or generate 3.71% return on investment over 90 days. Dimensional Targeted Value is currently generating 0.0626% in daily expected returns and assumes 1.0746% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than Dimensional, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Dimensional Targeted Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Targeted's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional Targeted Value, and traders can use it to determine the average amount a Dimensional Targeted's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0583
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| Cash | DFAT | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Dimensional Targeted is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dimensional Targeted by adding it to a well-diversified portfolio.
Dimensional Targeted Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional Targeted, and Dimensional Targeted fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dimensional Etf performance.
| Total Asset | 6.23 B | |||
About Dimensional Targeted Performance
Assessing Dimensional Targeted's fundamental ratios provides investors with valuable insights into Dimensional Targeted's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional Targeted is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Measured Wealth Private Client Group LLC Sells 2,847 Shares of Dimensional U.S. Targeted Value ETF DFAT | |
| The fund retains 99.96% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Targeted Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Dimensional Targeted is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional Targeted's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Targeted's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional Targeted's market value can be influenced by many factors that don't directly affect Dimensional Targeted's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional Targeted's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Targeted is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Targeted's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.