Dimensional U.S. Targeted Value ETF

Dimensional · Tracks (systematic — no single index) · Inception Dec 11, 1998

Expense ratio
0.28%
28.0 bps
Net assets
$14.32B
TTM yield
1.37%
Last price
$70.03
as of Jul 15, 2026

Composite score

86 / 100
Cost 72

Based on a 0.28% expense ratio.

Liquidity 100

Based on $14.32B in net assets.

Concentration 96

Top-10 holdings represent 12.7% of net assets.

Tax efficiency 88

US Small Cap base · ETF wrapper · 1.37% TTM yield.

The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).

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Top holdings

1,279 total holdings · as of Apr 30, 2026
#HoldingWeight
1DIMENSIONAL FUND ADVISORS LP5.87%
2PERMIAN RESOURCES CORPORATION0.89%
3WESCO INTERNATIONAL, INC.0.86%
4CF INDUSTRIES HOLDINGS, INC.0.82%
5AMKOR TECHNOLOGY, INC.0.78%
6OVINTIV INC.0.73%
7APA CORPORATION0.73%
8VIATRIS INC.0.71%
9TD SYNNEX CORPORATION0.67%
10BALL CORPORATION0.67%

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Holdings sourced from SEC Form N-PORT-P (accession 0001004726-26-005674).