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DFSV / DFSV: Worth Shortlisting, Not A Buy Due To Factor Disadvantages

DFSV: Worth Shortlisting, Not A Buy Due To Factor Disadvantages
DFSV is a mostly solid small-cap echelon-focused actively managed ETF. As it frequently happens with funds looking promising on the surface, there are a lot of nuances beneath it. My analysis showed that mid-caps, not their smaller counterparts, have an outsized impact on the fund's performance due to the weighting schema. While attractively valued, DFSV's portfolio is burdened by a meaningful share of low-quality stocks, a mix that I believe is worth avoiding in the current macro situation. Read More
Posted: Oct 22 2023, 23:06
Author Name: Seeking Alpha
Views: 112270

DFSV News  

DFSV: Worth Shortlisting, Not A Buy Due To Factor Disadvantages

By Seeking Alpha
October 22, 2023

DFSV: Worth Shortlisting, Not A Buy Due To Factor Disadvantages

DFSV is a mostly solid small-cap echelon-focused actively managed ETF. As it frequently happens with funds looking promising on the surface, there are more_horizontal

DFSV: Still Outperforming The Better Known VBR ETF

By Seeking Alpha
August 7, 2023

DFSV: Still Outperforming The Better Known VBR ETF

The article reviews and compares the Dimensional US Small Cap Value ETF now and what I saw back in February. Besides updating the data on DFSV, I comp more_horizontal

DFA Execs Tout Long Term View, New Active Lane

By ETF Trends
February 10, 2023

DFA Execs Tout Long Term View, New Active Lane

Dimensional Fund Advisors (DFA), the largest sub-$100 billion ETF issuer according to VettaFi's ETF Issuer League Table, has ridden 2019's ETF rule an more_horizontal

ETF Leaders Powered by the NYSE: Dimensional's Anthony Caruso

By ETF Trends
September 8, 2022

ETF Leaders Powered by the NYSE: Dimensional's Anthony Caruso

 After launching its ETF business roughly two years ago, Dimensional Fund Advisors has grown to becoming “the largest active ETF issuer in the more_horizontal

What Factor-Based, Active Investing Can Offer Your Clients

By ETF Trends
March 31, 2022

What Factor-Based, Active Investing Can Offer Your Clients

Passive investing has long been a popular and successful approach to investing, but sometimes opportunities are lost in seeking to track an index due more_horizontal


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