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Dimensional ETF Trust (DCOR)



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Upturn Advisory Summary
08/14/2025: DCOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 24.7% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 52.70 - 67.00 | Updated Date 06/30/2025 |
52 Weeks Range 52.70 - 67.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a range of ETFs targeting various market segments and investment strategies, often employing a factor-based or rules-based approach to investing.
Reputation and Reliability
Dimensional Fund Advisors (DFA) has a strong reputation for its rigorous, research-driven investment process and low-cost approach.
Management Expertise
DFA's management team consists of experienced professionals with expertise in quantitative finance and portfolio management.
Investment Objective
Goal
The investment goal varies by ETF within the Dimensional ETF Trust, but generally aims to provide long-term capital appreciation while managing risk through diversification and factor-based investing.
Investment Approach and Strategy
Strategy: DFA ETFs typically do not track a specific index in the traditional sense but rather follow a systematic, rules-based approach focused on factors like size, value, and profitability.
Composition The composition varies widely depending on the specific ETF, including stocks, bonds, and various market segments (e.g., U.S. equities, international equities, fixed income).
Market Position
Market Share: Data unavailable to the public.
Total Net Assets (AUM): Data unavailable to the public.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- VEA
- AGG
- BND
Competitive Landscape
The ETF industry is highly competitive, with many providers offering similar investment strategies. DFA differentiates itself through its factor-based approach, emphasis on research, and low-cost structure. However, competitors may offer more liquid or popular index-tracking ETFs, appealing to different investor segments. DFA's unique methodology can be both an advantage and disadvantage, attracting investors who understand and believe in factor-based investing but potentially limiting appeal to passive index investors.
Financial Performance
Historical Performance: Historical financial performance data unavailable to the public.
Benchmark Comparison: Benchmark comparison unavailable to the public.
Expense Ratio: Expense ratio varies by fund within the Dimensional ETF Trust range.
Liquidity
Average Trading Volume
Average trading volume varies by ETF within the Dimensional ETF Trust range.
Bid-Ask Spread
Bid-ask spread varies by ETF within the Dimensional ETF Trust range.
Market Dynamics
Market Environment Factors
The performance of Dimensional ETF Trust is influenced by overall market conditions, economic growth, interest rates, and specific factors relevant to the target market segment of each ETF.
Growth Trajectory
Growth trends depend on investor demand for factor-based investing and DFA's ability to attract assets. Changes to strategy and holdings are driven by the firm's ongoing research and evaluation of market conditions.
Moat and Competitive Advantages
Competitive Edge
Dimensional ETF Trust's competitive advantages include its unique factor-based investment strategies, rigorous research-driven approach, and experienced management team. The firm focuses on delivering long-term value through systematic and rules-based investing. Its commitment to low costs further enhances its appeal to investors seeking efficient exposure to various market segments. DFA's established reputation and consistent application of its investment philosophy provide a distinctive edge in the crowded ETF market.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF within the Dimensional ETF Trust range and the underlying assets held.
Market Risk
Market risk is inherent in the underlying assets of Dimensional ETF Trust, including fluctuations in equity and bond markets, as well as sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Dimensional ETF Trust includes long-term investors who understand and believe in factor-based investing, are seeking diversified exposure to various market segments, and appreciate a low-cost, research-driven approach.
Market Risk
Dimensional ETF Trust is best suited for long-term investors or passive index followers seeking factor exposure. It might not be suitable for active traders due to the investment philosophy.
Summary
Dimensional ETF Trust offers a compelling option for investors seeking factor-based exposure through a low-cost, research-driven approach. The firm's experienced management team and commitment to systematic investing provide a competitive advantage. While performance is subject to market fluctuations and the success of its investment strategies, DFA's ETFs offer a unique value proposition. Investors should carefully consider their investment goals and risk tolerance before investing in Dimensional ETF Trust. The various ETFs within Dimensional's trust offer a good way to diversity one's portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share and AUM figures are based on available data and may not be completely accurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
To achieve the fund's investment objective, the advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The ETF is designed to purchase a broad and diverse group of equity securities of U.S. companies. As a non-fundamental policy, under normal circumstances, the ETF will invest at least 80% of its net assets in equity securities of U.S. companies.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.