DFAU: A Small-Cap Value Tilt Won't Move The Needle

DFAU offers broad U.S. equity exposure with a modest tilt to undervalued, profitable small caps, but closely tracks S&P 500 performance. Short-term macro challenges—slowing growth, rising unemployment risk, and inflation—may create opportunity costs for equity investors. Despite market optimism and strong equity allocations, high valuations and persistent macro risks warrant a cautious approach for now.

Seeking Alpha • Jul 7, 2025

DFAU: A Broad Exposure ETF Highly Correlated With The Russell 3000 Index

Dimensional US Core Equity Market ETF offers broad exposure to U.S. equities, closely tracking the Russell 3000 index with a slight mid-cap bias. DFAU's valuation metrics are slightly lower than the benchmark, driven by underweight positions in high-multiple sectors like real estate and certain tech stocks. The fund's performance has aligned closely with the Russell 3000, benefiting from significant mega-cap exposure.

Seeking Alpha • Jan 6, 2025

DFAU: When Diversification Becomes A Problem, Not A Solution

DFAU is a diversified ETF tracking the Russell 3000 with a low expense ratio and high concentration in tech, finance, healthcare, and consumer cyclical sectors. Diversification is important for risk mitigation, but can limit upside potential in a portfolio, as seen with DFAU's broad market exposure. Periodic rebalancing based on market trends can help generate alpha in a diversified portfolio, while still allowing for sector-specific investments to capture potential returns.

Seeking Alpha • Jul 15, 2024

Are the Tables Turning for Small-Cap ETFs?

Though small-cap stocks underperformed the mega-cap stocks this year, things could turn in favor of the pint-sized stocks now.

Zacks Investment Research • Jun 5, 2023

NYSE's ETF Leaders: Dimensional's Joe Hohn

At Exchange 2023, Joe Hohn, senior portfolio manager at Dimensional Fund Advisors, spoke with NYSE's Judy Shaw for “ETF Leaders, Powered by the New York Stock Exchange” about investor outcomes and investment solutions. “We are looking to build low-cost broadly diversified investment solutions with higher expected returns for our clients,” Hohn said.

ETF Trends • May 12, 2023

Active Management A Mixed Bag For ETFs

These ETFs have been outperforming recently, but there are caveats for investors to keep in mind.

ETFcom • Jul 22, 2022

ETF Edge: Returns tend to be strong and positive after sharp downturns, says Dimensional's O'Reilly

Gerard O'Reilly, Dimensional Fund Advisors co-CEO, joins the 'Halftime Report' to discuss the markets and what investors should do after the big sell-off.

CNBC Television • May 23, 2022

Dimensional's Mutual Fund to ETF Conversion, Midyear Outlook & More

We discuss DFA's ETF conversions and midyear outlook

Zacks Investment Research • Jul 24, 2021

Making Sense Of The Tide At DFA

DFA faces outflows from its funds as it enters the ETF space.

ETFcom • Apr 9, 2021

ETF Edge, March 8, 2021

CNBC's Bob Pisani talks timing the market with Main Management's Kim Arthur, Dimensional Fund Advisors' Wes Crill and ETF Trends' Dave Nadig.

CNBC Television • Mar 9, 2021