3 ETFs to Diversify Your Portfolio in 2026

These options are solid starting points. Morningstar's Guide to Portfolio Diversification.

Morningstar • May 28, 2026

4 ETFs That Beat the S&P 500 by Ignoring Market Cap Entirely

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.

24/7 Wall Street • Mar 26, 2026

The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now

Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically driven methodology to pursue the value and profitability premiums that Eugene Fama and Kenneth French identified decades ago.

24/7 Wall Street • Mar 6, 2026

DFAT: Active Small Value ETF Beating Passive Competitors

Dimensional US Targeted Value ETF targets small-cap value and profitability, holding 1,313 stocks with a 1.40% yield and 0.28% expense ratio. DFAT is highly diversified, with low company-specific risk, but is notably concentrated in financials (29.1% of assets). DFAT has outperformed its benchmark and most peers since June 2021, though it lagged IWN over the last 12 months.

Seeking Alpha • Feb 20, 2026

3 Quality and Value-Focused ETFs to Buy Now for Steady Long-Term Returns

Investors who are looking for quality and value in this current market have plenty of work to do to find investments that meet their underlying criteria.

24/7 Wall Street • Jan 21, 2026

3 ETFs for Diversifying Beyond AI

Avoid paying for the high expectations for AI stocks with these ETFs. Why the AI Spending Spree Could Spell Trouble for Investors,

Morningstar • Dec 4, 2025

DFAT: Concentration Risk, Slow Growth, And Valuation Concerns

Dimensional U.S. Targeted Value ETF offers actively managed small-cap exposure. DFAT trades at a ~20x P/E, lower than the S&P 500 (30x), but historically expensive for value. 85% of sampled holdings are profitable, the average EPS growth over 10 years is just 2.4%, well below S&P 500's 7.5% CAGR.

Seeking Alpha • Nov 12, 2025

DFAT: A Low-Volatility, Attractively Valued Small-Cap ETF

Dimensional U.S. Targeted Value ETF combines value and quality in small caps, offering attractive valuations and strong fundamentals, with outperformance and lower volatility than the Russell 2000. The fund is deeply value-oriented, overweight in financials, consumer staples, and energy, and underweight in pricier sectors like tech and healthcare. DFAT trades at a significant discount to the Russell 2000, boasts higher profitability, and delivers better risk-adjusted returns than most small-cap value peers.

Seeking Alpha • Jul 25, 2025

DRAFT: 3 Great US ETFs for 2025 and Beyond

These US ETFs can be the cornerstones of any portfolio.

Morningstar • Jan 9, 2025

DFAT: Active ETFs Dominate The Small Value Category

Dimensional U.S. Targeted Value ETF focuses on small-cap value stocks and was listed in 2021, inheriting from a fund launched in 1998. DFAT portfolio is diversified in more than 1500 holdings but has a heavy weight in the financial sector. DFAT is superior to the Russell 2000 Value Index regarding both fundamentals and historical returns.

Seeking Alpha • Dec 30, 2024