Dimensional Global Targeted Value UCITS ETF

ETF description

This ETF is an actively managed fund that invests in small and mid‑sized companies across developed markets worldwide, with an emphasis on those trading at lower valuations. Using Dimensional’s systematic investment approach, it targets the segment of the market that research suggests offers higher expected returns — smaller companies with low relative prices and higher profitability — while excluding certain sectors such as REITs and utilities.

This ETF might appeal to investors seeking dedicated exposure to global small and mid‑cap value stocks, whether as a complement to a broad market core holding or as part of a factor‑based portfolio. Smaller and value‑oriented companies can behave quite differently from the wider market and may experience greater volatility, so this fund may suit investors with a long‑term horizon who are comfortable with periods of divergence from broad global indices.

Issuer details

Dimensional Fund Advisors is a global asset manager founded in 1981, with over $900 billion in firmwide assets under management (as at early 2026). Dimensional is known for its systematic, research‑led investment approach, grounded in decades of academic financial science and developed in collaboration with leading economists, including Nobel laureates Eugene Fama and Kenneth French. The firm has significant experience managing active ETFs in the US and Australia, with ETF assets of over $220 billion across more than 40 funds, and listed its first UCITS ETFs in London and Frankfurt in late 2025.

Index details

The fund does not track an index; it aims to maximise long‑term total return from the global small and mid‑cap value segment. Its performance can be compared against the MSCI World SMID Cap Value Index, which measures the performance of small and mid‑capitalisation companies across developed markets that exhibit value characteristics, such as lower price‑to‑book ratios.