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

DFAT: A Good Option For Value Investors

DFAT focuses on small and mid-cap companies that are relatively undervalued and have higher profitability. The methodology is sound, considering what indicators have the best chance to identify stocks that will outperform. The fund has outperformed its benchmark index since inception, as well as other relevant funds.

Seeking Alpha • Aug 15, 2024

DFAT: Best Of Breed Small Cap Fund

Dimensional U.S. Targeted Value ETF is an actively managed fund that focuses on small-cap companies with value characteristics. DFAT has a solid $8.7 billion in assets and a healthy average daily volume, making it suitable for long-term investment and trading strategies. DFAT has outperformed its benchmark, the Russell 2000 Value Index, and its competitors in the last 12 months, showing strong performance relative to peers.

Seeking Alpha • Aug 14, 2023

Consider These Market-Beating ETFs Now

ETFs started out as just another form of index-matching alternative to mutual funds. But today, there are now over 1000 actively managed ETFs.

Seeking Alpha • Mar 11, 2023

DFAT: Actively Managed Value Fund, Recently Outperforming

Dimensional U.S. Targeted Value ETF is an actively managed fund focused on small cap value stocks. It is heavy in financials, while almost ignoring real estate and utilities.

Seeking Alpha • Feb 27, 2023

DFA Execs Tout Long Term View, New Active Lane

Dimensional Fund Advisors (DFA), the largest sub-$100 billion ETF issuer according to VettaFi's ETF Issuer League Table, has ridden 2019's ETF rule and a series of mutual fund conversions to a successful run over the last few years.

ETF Trends • Feb 10, 2023