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DCOR
Upturn stock ratingUpturn stock rating

Dimensional ETF Trust (DCOR)

Upturn stock ratingUpturn stock rating
$69.88
Last Close (24-hour delay)
Profit since last BUY10.05%
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Consider higher Upturn Star rating
BUY since 66 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: DCOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Dimensional ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Dimensional Fund Advisors (DFA) has a strong reputation for its rigorous, research-driven investment process and low-cost approach.

reliability logo Management Expertise

DFA's management team consists of experienced professionals with expertise in quantitative finance and portfolio management.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.