(DFAT) Dimensional U.S. Targeted - Ratings and Ratios

Dimensional U.S. Targeted Value ETF (NYSE ARCA: DFAT) is designed to provide exposure to U.S. equities with a value orientation. Under normal market conditions, the fund allocates at least 80% of its net assets to securities of U.S. companies, focusing on those with value characteristics such as low price-to-book and price-to-earnings ratios. The fund may employ futures and options on U.S. equity securities and indices to adjust its market exposure, aiming to capitalize on expected cash flows or mitigate potential outflows. This approach allows for flexibility in managing portfolio exposure while maintaining its value investment strategy.

The fund is classified under the Small Value ETF category, targeting smaller-cap companies that exhibit value characteristics. Its average daily trading volume is approximately 650,100 shares, with a last price of $48.23 as of the latest data. The funds performance metrics include a 20-day moving average of $48.52, a 50-day moving average of $51.62, and a 200-day moving average of $54.59. The Average True Range (ATR) is 1.62, indicating moderate price volatility. With assets under management (AUM) of $9.068 billion, the fund is a substantial player in its category, offering a diversified portfolio of U.S. value stocks.

3-Month Forecast: Based on the provided technical and fundamental data, the forecast for DFAT over the next three months is as follows: - Technical Outlook: The funds price is currently below its 20-day, 50-day, and 200-day moving averages, suggesting bearish momentum. The ATR of 1.62 indicates potential price fluctuations within a range of $46.61 to $49.85 over the next three months. - Fundamental Outlook: The funds large AUM of $9.068 billion reflects its popularity and stability. However, the current price being below key moving averages may indicate investor caution or reduced inflows. The funds ability to adjust market exposure through derivatives could help mitigate potential outflows but may also limit upside during periods of market recovery. - Expected Performance: Given the technical indicators and fundamental data, DFAT is expected to experience sideways to slightly negative movement in the short term, with potential volatility influenced by broader market conditions and investor sentiment.