ETF comparison

DFAT vs DFSV

Both US Small Cap.

Dimensional U.S. Targeted Value ETF · Dimensional US Small Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
74.3 %

964 positions appear in both funds. Buying equal dollars of DFAT and DFSV would leave roughly 74.3% of each dollar exposed to the same underlying securities.

DFAT only 31.3% Shared 74.3% DFSV only 33.1%
In DFAT only
311 positions
Shared
964 positions
In DFSV only
63 positions

Side by side

DFAT

Dimensional U.S. Targeted Value ETF

Dimensional · US Small Cap

86 composite / 100
Expense ratio
0.28%
Net assets
$14.32B
TTM yield
1.37%
Top-10 conc.
12.7%
DFSV

Dimensional US Small Cap Value ETF

Dimensional · US Small Cap

84 composite / 100
Expense ratio
0.30%
Net assets
$7.92B
TTM yield
1.37%
Top-10 conc.
14.3%

Sub-score comparison

72
Cost
70
88
Tax efficiency
88
100
Liquidity
96
96
Concentration
94
Tracking quality
DFAT sub-score DFSV

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DFAT is 2 bps cheaper than DFSV. On a $100,000 position that's about $20/yr more in fees for DFSV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DFAT vs DFSV.

Top shared holdings

964 shared in total
# Holding In DFAT In DFSV Overlap
1 DIMENSIONAL FUND ADVISORS LP 5.87% 7.64% 5.87%
2 OVINTIV INC. 0.73% 0.80% 0.73%
3 APA CORPORATION 0.73% 0.77% 0.73%
4 WESCO INTERNATIONAL, INC. 0.86% 0.71% 0.71%
5 AMKOR TECHNOLOGY, INC. 0.78% 0.65% 0.65%
6 BORGWARNER INC. 0.59% 0.76% 0.59%
7 ARROW ELECTRONICS, INC. 0.50% 0.63% 0.50%
8 INVESCO LTD 0.49% 0.74% 0.49%
9 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 0.48% 0.71% 0.48%
10 HF SINCLAIR CORPORATION 0.47% 0.81% 0.47%
11 ELANCO ANIMAL HEALTH INCORPORATED 0.46% 0.53% 0.46%
12 ANTERO RESOURCES CORPORATION 0.50% 0.44% 0.44%

Only in DFAT

311 total
  • CF INDUSTRIES HOLDINGS, INC. 0.82%
  • BALL CORPORATION 0.67%
  • AKAMAI TECHNOLOGIES, INC. 0.60%
  • TTM TECHNOLOGIES, INC. 0.46%
  • GLOBE LIFE INC. 0.45%
  • PERFORMANCE FOOD GROUP COMPANY 0.40%
  • ONEMAIN HOLDINGS, INC. 0.36%
  • AUTONATION, INC. 0.34%
  • DT MIDSTREAM, INC. 0.31%
  • ALBERTSONS COMPANIES, INC. 0.30%

Only in DFSV

63 total
  • EASTERN BANKSHARES, INC. 0.27%
  • TELEFLEX INCORPORATED 0.17%
  • SIMMONS FIRST NATIONAL CORPORATION 0.17%
  • LYFT, INC. 0.13%
  • CLEVELAND-CLIFFS INC. 0.13%
  • BILL HOLDINGS, INC. 0.12%
  • FLUOR CORPORATION. 0.11%
  • LIBERTY BROADBAND CORPORATION 0.10%
  • GAMESTOP CORP. 0.09%
  • SUNRUN INC. 0.07%

Open DFAT or DFSV at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.