DFA U.S. Targeted Value Portfolio (DFFVX)
DFA U.S. Targeted Value Portfolio operates in the Asset Management industry of the Financial Services sector, headquartered in Austin, TX, US. The stock last traded at $42.44, up 0.43% on the session, giving a market capitalisation of $15.66B. Its beta of 0.95 implies it has historically moved less than the broad market.
The fund primarily invests in a broad and diversified selection of readily tradable stocks from U.S. small and mid-capitalization companies. The advisor identifies these firms based on their attractive value characteristics and higher profitability. To manage its overall equity market exposure effectively, the fund may also utilize derivative instruments, including futures contracts and options on futures contracts, referencing U.S. equity securities and indices. This allows for adjustments in response to actual or anticipated investor capital flows into or out of the portfolio.
DFA U.S. Targeted Value Portfolio is most often compared with the following Financial Services names: