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DFAS - ETF AI Analysis

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DFAS

Dimensional U.S. Small Cap ETF (DFAS)

Rating:68Neutral
Price Target:
DFAS, the Dimensional U.S. Small Cap ETF, earns a solid overall rating thanks to several strong holdings like The New York Times Company and The Ensign Group, which show robust financial performance, growth, and positive momentum. APA also supports the fund’s quality with attractive valuation and strong cash flow, while weaker names like Kratos Defense and BorgWarner, which face cash flow, profitability, and bearish technical pressures, modestly weigh on the rating. The main risk factor is that many top holdings trade at high valuations, which could make the fund more sensitive to market pullbacks.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to financials, industrials, consumer cyclical, technology, and health care, which helps reduce reliance on any single industry.
Strong-Performing Top Holdings
Several of the largest positions, such as Kratos Defense, Hecla Mining, and MACOM Technology Solutions, have delivered strong year-to-date gains that support the fund’s overall returns.
Negative Factors
Heavy U.S. Concentration
The fund is overwhelmingly invested in U.S. companies, offering very limited geographic diversification outside the United States.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap stocks, it may experience larger price swings and higher risk compared with funds that hold bigger, more established companies.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which means fees take a noticeable, though not extreme, bite out of returns over time.

DFAS vs. SPDR S&P 500 ETF (SPY)

DFAS Summary

DFAS, the Dimensional U.S. Small Cap ETF, focuses on smaller U.S. companies across many industries rather than tracking a single index. It holds hundreds of stocks, including names like Albemarle and Alcoa, giving investors broad exposure to America’s smaller, fast-growing businesses. Someone might invest in DFAS to seek long-term growth and to diversify beyond large, well-known companies, since small caps can sometimes grow faster over time. A key risk is that small-company stocks can be more volatile than large ones, so the ETF’s price can rise and fall sharply with changes in the market and economy.
How much will it cost me?The Dimensional U.S. Small Cap ETF (DFAS) has an expense ratio of 0.27%, meaning you’ll pay $2.70 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed, focusing on selecting small-cap stocks with high profitability and attractive valuations. Active management typically involves more research and decision-making compared to passively managed funds, which track an index.
What would affect this ETF?The Dimensional U.S. Small Cap ETF (DFAS) could benefit from economic growth and innovation in the U.S., particularly in sectors like technology and industrials, which are key components of the fund. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact small-cap companies that often rely on borrowing or are more sensitive to market conditions. Regulatory changes or sector-specific disruptions in areas like healthcare or energy could also influence the ETF's performance.

DFAS Top 10 Holdings

DFAS is a pure U.S. small-cap play, and its story right now is about a broad mix rather than one dominant star. Advanced Energy and APA have been doing the heavy lifting, with both stocks rising on the back of stronger fundamentals and improving sentiment in tech hardware and energy. Sterling Infrastructure and Huntington Ingalls are also helping, reflecting steady demand in industrial and defense-related projects. On the flip side, Hecla Mining has been dragging the fund, showing weaker momentum, a reminder that small-cap exposure here spans everything from digital growth to old-school commodities.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Sterling Infrastructure0.31%$39.01M$13.88B260.72%
71
Outperform
Advanced Energy0.30%$38.09M$12.94B226.17%
67
Neutral
APA0.28%$35.96M$14.60B95.83%
73
Outperform
Modine0.27%$34.85M$12.28B168.83%
68
Neutral
Amkor0.27%$34.52M$12.35B157.90%
69
Neutral
Huntington Ingalls0.26%$33.63M$15.80B98.04%
69
Neutral
New York Times0.26%$33.42M$13.73B72.65%
79
Outperform
Kratos Defense0.26%$33.12M$14.94B154.59%
60
Neutral
BorgWarner0.26%$33.09M$11.62B85.52%
65
Neutral
The Ensign Group0.26%$32.77M$11.85B58.31%
78
Outperform

DFAS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
73.62
Negative
100DMA
71.46
Positive
200DMA
68.74
Positive
Market Momentum
MACD
-0.94
Negative
RSI
48.22
Neutral
STOCH
74.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFAS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.97, equal to the 50-day MA of 73.62, and equal to the 200-day MA of 68.74, indicating a neutral trend. The MACD of -0.94 indicates Negative momentum. The RSI at 48.22 is Neutral, neither overbought nor oversold. The STOCH value of 74.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFAS.

DFAS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$12.72B0.26%
68
Neutral
$43.69B0.35%
72
Outperform
$39.93B0.17%
73
Outperform
$34.23B0.35%
73
Outperform
$30.22B0.26%
75
Outperform
$22.88B0.25%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DFAS
Dimensional U.S. Small Cap ETF
70.92
11.85
20.06%
JEPI
JPMorgan Equity Premium Income ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
DYNF
BlackRock U.S. Equity Factor Rotation ETF
AVUV
Avantis U.S. Small Cap Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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