DFAC vs DFSV

Dimensional US Core Equity 2 ETF vs Dimensional US Small Cap Value ETF

Quick take
  • DFAC has the lower expense ratio at 0.17% vs 0.30% for DFSV.
  • DFSV pays a higher dividend yield (1.43%).

Side-by-side metrics

MetricDFACDFSV
Expense ratio
Annual fee. Lower is better.
0.17%0.30%
Dividend yield
Trailing 12-month yield.
0.95%1.43%
AUM
Assets under management — bigger funds are typically more liquid.
$44.49B$7.51B
YTD return
9.47%15.46%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.021.10
P/E ratio
23.4614.28
Last price
$42.89$37.46
Inception
Issuer
DimensionalDimensional

DFAC top holdings

Top holdings · DFAC
NVDANVIDIA Corp5.61%
AAPLApple Inc4.69%
MSFTMicrosoft Corp3.92%
AMZNAmazon.com Inc3.06%
GOOGLAlphabet Inc Class A2.14%
METAMeta Platforms Inc Class A1.88%
GOOGAlphabet Inc Class C1.70%
JPMJPMorgan Chase & Co1.00%
AVGOBroadcom Inc0.95%
XOMExxon Mobil Corp0.88%
Sector breakdown · DFAC
Real Estate0.2%
Consumer Cyclical10.7%
Basic Materials3.2%
Consumer Defensive4.9%
Technology28.4%
Communication Services8.5%
Financial Services14.4%
Utilities1.9%
Industrials12.8%
Energy5.9%
Healthcare9.0%

DFSV top holdings

Top holdings · DFSV
DINOHF Sinclair Corp0.81%
OVVOvintiv Inc0.80%
APAAPA Corp0.77%
BWABorgWarner Inc0.76%
IVZInvesco Ltd0.75%
WCCWESCO International Inc0.72%
KNXKnight-Swift Transportation Holdings Inc Class A0.71%
WBSWebster Financial Corp0.67%
AMKRAmkor Technology Inc0.65%
DARDarling Ingredients Inc0.65%
Sector breakdown · DFSV
Real Estate0.9%
Consumer Cyclical13.5%
Basic Materials5.4%
Consumer Defensive5.8%
Technology8.1%
Communication Services2.6%
Financial Services27.5%
Utilities0.6%
Industrials15.1%
Energy13.6%
Healthcare6.9%

About DFAC

DFAC (Dimensional US Core Equity 2 ETF) is Broad US equity market with small and value tilts. Managed by Dimensional, the fund carries $44.5B in assets under management, an expense ratio of 0.17%, a dividend yield of 0.95%. Its largest holding is NVIDIA Corp (NVDA), which represents 5.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.2%.

About DFSV

DFSV (Dimensional US Small Cap Value ETF) is Systematic small-cap value strategy from Dimensional. Managed by Dimensional, the fund carries $7.5B in assets under management, an expense ratio of 0.30%, a dividend yield of 1.43%. Its largest holding is HF Sinclair Corp (DINO), which represents 0.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.9%.