Dimensional U.S. Targeted Value ETF Price & Performance (DFAT)

Wells Fargo & Company MN increased its stake in the Dimensional U.S. Targeted Value ETF (DFAT) by nearly 4% in the fourth quarter, reflecting renewed interest from both institutional and retail investors. The ETF, which focuses on U.S. mid- and small-cap value stocks, has attracted additional inflows from various hedge funds in recent months.12

The surge in active ETF adoption continues, with financial advisors increasingly favoring these funds for their flexibility and potential to outperform traditional benchmarks. This trend is evident across the industry, as more investors seek diversified, actively managed portfolios to navigate uncertain market conditions and capture value opportunities.34

Dimensional’s value-oriented strategies, such as the U.S. Targeted Value ETF, have consistently demonstrated a contrarian approach, favoring financials and mid-cap stocks while maintaining low turnover. Over rolling five-year periods, these funds have outperformed many comparable value and small-cap index funds, highlighting the strength of disciplined value investing.56