Morningstar

DFA U.S. Targeted Value Portfolio Institutional Class DFFVX

Medalist Rating as of Oct 14, 2026 See Dimensional Investment Hub

Will DFFVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFFVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFFVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad and cost-effective small-value strategy.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

DFA US Targeted Value Portfolio’s breadth, cost-effective execution, and competitive fee should give it a long-term advantage over its small-value category peers.

by Brian Paoli

Rated on Oct 14, 2026 Published on Oct 14, 2026

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