DFA US Small Cap Value ETF rated 'Buy' for strong value strategy and outperformance since 2022

The DFA US Small Cap Value ETF (DFSV) has earned a 'Buy' rating due to its diversified portfolio focused on value and profitability, particularly in financials and banks. Since 2022, it has outperformed the Russell 2000 index, with low company-specific risk and a top 10 holdings concentration of just 7.7%. While DFSV is attractive, a similar fund, AVUV, offers slightly better returns, lower fees, and higher liquidity. The main risk for both funds is their heavy exposure to the financial sector.

While DFSV is noted for its value focus and low concentration risk, AVUV currently trades at USD 120.45 on Pluang as of Oct 13, 2026 17:11 WIB, closer to its 52-week high of USD 128.74 than its low of USD 93.93. AVUV's market cap stands at $30.92 billion, and it shows a positive 1-day change of +0.43%, contrasting with the article's mention of DFSV's outperformance but without specific price data. Typical holding time for AVUV on Pluang is 53 days, with a balanced order activity leaning slightly towards buying at 54%.