Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Dimensional ETF Trust (DCOR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: DCOR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.27% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a suite of ETFs employing a systematic, value-tilted investment approach, focusing on small-cap and value stocks. They are known for factor-based investing and lower expenses.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm with a long history and a focus on evidence-based investing.
Management Expertise
DFA's management team is known for its expertise in quantitative investing and factor-based portfolio construction.
Investment Objective
Goal
To provide long-term capital appreciation through diversified exposure to specific market segments.
Investment Approach and Strategy
Strategy: The ETFs do not rigidly track an index. Instead, they follow a systematic, rules-based approach that incorporates factors like size, value, and profitability.
Composition Primarily stocks, with varying allocations across market capitalizations and style segments (value, growth).
Market Position
Market Share: Dimensional ETFs have a growing market share, particularly in factor-based and low-cost ETF segments.
Total Net Assets (AUM): Data Dependent on ETF Series. See Specific Fund Sheet.
Competitors
Key Competitors
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The ETF market is highly competitive. Dimensional ETFs differentiate themselves through their systematic investment approach and focus on factor-based investing. Their advantages include potential for higher returns through factor tilts. Disadvantages are possible underperformance relative to market-cap weighted indexes.
Financial Performance
Historical Performance: Historical performance varies depending on the specific Dimensional ETF and market conditions. Performance relative to benchmarks should be assessed over long periods.
Benchmark Comparison: Performance should be compared to relevant benchmarks that reflect the ETF's specific investment strategy (e.g., small-cap value indices).
Expense Ratio: Ranges from 0.03% to 0.39% depending on the specific fund.
Liquidity
Average Trading Volume
Average trading volume varies depending on the ETF but is generally sufficient for most investors.
Bid-Ask Spread
Bid-ask spreads are generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment can all affect Dimensional ETFs, particularly those focused on specific factors like value or small-cap stocks.
Growth Trajectory
Growth depends on investor demand for factor-based and low-cost investment strategies. Changes to strategy and holdings are typically incremental and based on research.
Moat and Competitive Advantages
Competitive Edge
Dimensional ETFs have a competitive edge through their systematic investment process based on academic research. Their strategies tilt towards factors like size and value, potentially offering higher long-term returns. DFA's reputation and focus on evidence-based investing also contribute. Their lower expense ratios compared to actively managed funds attract investors.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF. Small-cap and value stocks tend to be more volatile than the overall market.
Market Risk
Specific risks include the potential for factor underperformance (e.g., value stocks lagging growth stocks) and the general risks associated with equity market investments.
Investor Profile
Ideal Investor Profile
Long-term investors who understand and believe in the principles of factor-based investing are ideally suited for these ETFs.
Market Risk
Best suited for long-term investors seeking diversified exposure to specific market segments, who are willing to accept potential tracking error relative to market-cap weighted indices.
Summary
Dimensional ETFs offer a systematic, factor-based investment approach with a focus on value and small-cap stocks. They are well-suited for long-term investors seeking diversified exposure to these segments. The ETFs have low expense ratios compared to active managed funds. They aim to provide returns beyond the typical market averages through factor tilts. Risks include the potential for underperformance relative to market-cap weighted indexes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors (DFA) Website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is estimated and subject to change. Expense ratios are based on available information and may vary. Please see the specific fund sheet.
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.