Dimensional Targeted Value Etf Performance
| DFAT Etf | USD 55.35 0.27 0.49% |
The etf shows a Beta (market volatility) of 1.05, which means a somewhat significant risk relative to the market. Dimensional Targeted returns are very sensitive to returns on the market. As the market goes up or down, Dimensional Targeted is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional Targeted Value are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Dimensional Targeted unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | BIP Wealth LLC Takes Position in Dimensional U.S. Targeted Value ETF | 05/06/2025 |
2 | Trust Co of the South Sells 32,768 Shares of Dimensional U.S. Targeted Value ETF | 05/29/2025 |
3 | Dimensional U.S. Targeted Value ETF is McLean Asset Management Corps 6th Largest Position | 06/03/2025 |
4 | Fortitude Family Office LLC Grows Holdings in Dimensional U.S. Targeted Value ETF | 06/12/2025 |
5 | Dimensional U.S. Targeted Value ETF Shares Purchased by Bayshore Asset Management LLC | 06/16/2025 |
6 | Dimensional U.S. Targeted Value ETF Shares Sold by Symmetry Partners LLC | 06/24/2025 |
7 | Oakworth Capital Inc. Boosts Holdings in Dimensional U.S. Targeted Value ETF | 06/27/2025 |
8 | Northwest Wealth Management LLC Has 6.09 Million Holdings in Dimensional U.S. Targeted Value ETF | 06/30/2025 |
| In Threey Sharp Ratio | 0.39 |
Dimensional | Build AI portfolio with Dimensional Etf |
Dimensional Targeted Relative Risk vs. Return Landscape
If you would invest 4,630 in Dimensional Targeted Value on April 21, 2025 and sell it today you would earn a total of 905.00 from holding Dimensional Targeted Value or generate 19.55% return on investment over 90 days. Dimensional Targeted Value is currently generating 0.2912% in daily expected returns and assumes 1.2337% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Dimensional, and 95% 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 = 0.2361
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.23 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Dimensional Targeted is performing at about 18% 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: Northwest Wealth Management LLC Has 6.09 Million Holdings in Dimensional U.S. Targeted Value ETF | |
| 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.
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.