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Upturn AI Summary
DFA Investment Dimensions Group Inc.(DFSV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFSV
09/25/2026: DFSV (5-star) is currently NOT-A-BUY. Pass it for now.
DFSV is an actively managed ETF from Dimensional Fund Advisors that provides targeted exposure to U.S. small-cap value stocks. It uses a systematic, factor-based investment process to identify companies with attractive value, profitability, and investment characteristics, offering a distinct alternative to standard passive indices. Its primary role is to serve as a high-conviction, growth-oriented satellite position in a diversified portfolio. While it offers the potential for factor premiums, investors must be prepared for the higher volatility and cyclical performance inherent in small-cap value assets. It is best suited for long-term investors who understand factor risks and can tolerate market cycles, while monitoring the performance of the value factor relative to broader market growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund specifically tilts away from growth stocks in favor of value-oriented small-cap companies. |
| Momentum investor | Mixed fit | Momentum investors may find it less suitable as the strategy emphasizes fundamental value metrics rather than price trends. |
| Value investor | Strong fit | It is an excellent tool for value investors seeking targeted exposure to small-cap stocks with attractive valuation metrics. |
| Dividend/Income investor | Mixed fit | While many value companies pay dividends, the fund's primary objective is capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently more volatile than large-cap benchmarks, making this unsuitable for conservative risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation with a higher risk tolerance and an interest in factor-based diversification.
Suitability
It is best suited for long-term investors looking to complement a core large-cap portfolio with small-cap value exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience greater price swings than the broader market. |
| Market risk | Medium / high | The fund is fully exposed to systematic equity market downturns. |
| Concentration | Medium | Focusing on small-cap value segments increases exposure to risks specific to those sectors. |
| Tracking/expense | Low | The active strategy avoids the rigid tracking error concerns of passive index funds. |
| Liquidity | Medium | Small-cap stocks can occasionally face liquidity crunches during periods of severe market stress. |
| Business/sector quality | Medium | Value stocks may include businesses undergoing transitions or facing long-term structural challenges. |
Risk Analysis
Volatility
The fund exhibits higher volatility than large-cap indices, typical of the small-cap asset class.
Market Risk
The primary risk is a general decline in the equity market, compounded by the sensitivity of small-cap stocks to economic conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 98.5 | This provides broad exposure to smaller U.S. companies that historically exhibit value characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small cash buffer is maintained for operational liquidity and trade settlement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.84% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $8.21B |
| Issuer | Dimensional Fund Advisors |
| Expense Ratio | 0.31% |
| Distribution Yield | 1.35% |
| Inception | Feb 23, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +18.69% |
| 1 Year | +21.87% |
| 3 Year | +16.99% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.17% |
| 3Y Volatility | 18.43% |
| 3Y Sharpe Ratio | 0.65 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 56.46% |
| Micro Cap | 39.41% |
| Mid Cap | 3.37% |
| Large Cap | 0.41% |
| Mega Cap | 0.24% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 28.48% |
| Industrials | 15.16% |
| Consumer Cyclicals | 13.89% |
| Energy | 12.39% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.26x |
| Portfolio P/B | 1.23x |
| Portfolio P/S | 0.82x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| BorgWarner | 0.74% |
| Arrow Electronics | 0.71% |
| Ovintiv | 0.69% |
| Knight Transportation | 0.68% |
| Skyworks Solutions | 0.68% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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