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DFSVDimensional US Small Cap Value ETF

Grow my money#323 of 2944 for Grow my money

Seeks long-term capital appreciation through U.S. small cap value equities.

Dimensional Fund Advisors · Since 2022 (4 years)

Annual Cost

0.30%

#1296 out of 5,332 ETFs

Fund Size

$6.8B

#327 out of 5,332 ETFs

Dividend Yield

1.53%

Track Record

4 years

#2712 out of 5,332 ETFs

Performance

1 Year

+44.0%

3 Years

+18.3%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
small

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
27.2%
Industrials
15.2%
Energy
14.9%
Consumer Cyclical
13.4%
Technology
7.1%
Healthcare
6.8%
Consumer Defensive
6.0%
Basic Materials
5.5%
Other
4.0%

Top holdings

APA CorpAPA0.9%
Ovintiv IncOVV0.9%
Permian Resources Corp Class APR0.8%
HF Sinclair CorpDINO0.8%
BorgWarner IncBWA0.8%
Invesco LtdIVZ0.7%
Webster Financial CorpWBS0.7%
Knight-Swift Transportation Holdings Inc Class AKNX0.7%
Darling Ingredients IncDAR0.7%
WESCO International IncWCC0.6%

Risk profile

Volatility (1Y)

18.6%

Moderate

Max drawdown

-28.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.73

Decent risk-adjusted returns

Sortino (3Y)

1.12

Good downside protection

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Data updated on 2026-05-05