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Dimensional U.S. Core Equity 2 ETF (DFAC)
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Upturn Advisory Summary
10/31/2025: DFAC (4-star) is a STRONG-BUY. BUY since 120 days. Simulated Profits (14.06%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 34.15% | Avg. Invested days 75 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 28.30 - 36.36 | Updated Date 06/29/2025 |
52 Weeks Range 28.30 - 36.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional U.S. Core Equity 2 ETF
ETF Overview
Overview
The Dimensional U.S. Core Equity 2 ETF (DFAC) aims to provide long-term capital appreciation by investing in a broad and diverse portfolio of U.S. companies, emphasizing smaller capitalization and value stocks. It focuses on total market exposure, with a tilt towards companies with smaller market capitalizations, higher relative price, and lower profitability ratios.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded asset manager known for its systematic, research-driven investment approach and long-term focus.
Management Expertise
DFA has a highly experienced management team with a strong track record in implementing factor-based investment strategies.
Investment Objective
Goal
Seeks long-term capital appreciation by investing in a broad and diverse portfolio of U.S. companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a systematic approach to target higher expected returns by overweighting smaller capitalization, higher relative price, and lower profitability stocks.
Composition Primarily holds U.S. equities, spanning across market capitalizations and sectors. The ETF also emphasizes smaller capitalization stocks.
Market Position
Market Share: DFAC holds a moderate market share within the broad U.S. equity ETF universe, relative to its size and investment style niche.
Total Net Assets (AUM): 10674000000
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 for US equities is highly competitive, with large, established players. DFAC differentiates itself through its factor-based approach, particularly its emphasis on small-cap and value stocks. Advantages include potential for higher long-term returns due to factor tilts. Disadvantages include potential for underperformance compared to broader market-cap-weighted indexes in certain market environments.
Financial Performance
Historical Performance: Historical performance is unavailable.
Benchmark Comparison: The ETF's performance should be compared to a blend of U.S. equity indices that reflect its small-cap and value tilts.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for DFAC indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for DFAC is generally tight, reflecting good liquidity and relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment all affect DFAC. The relative performance of small-cap and value stocks is also critical.
Growth Trajectory
Growth is dependent on market conditions. DFAC could adjust its holdings based on its systematic approach.
Moat and Competitive Advantages
Competitive Edge
DFAC's competitive advantage lies in its systematic, research-driven approach to factor investing, leveraging DFA's expertise. The emphasis on small-cap and value stocks aims to generate higher long-term returns compared to market-cap-weighted indices. The ETF's low expense ratio further enhances its appeal. DFA's commitment to consistent and transparent implementation is a key differentiator. The fund does not hold any derivatives.
Risk Analysis
Volatility
The ETF's volatility may be higher than that of broader market indices due to its exposure to smaller-cap stocks.
Market Risk
Underlying assets are subject to market risk, economic downturns, and sector-specific risks affecting U.S. equities.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation and comfortable with the potential for higher volatility associated with small-cap and value stocks.
Market Risk
DFAC is suitable for long-term investors seeking diversified U.S. equity exposure with a focus on value and small-cap stocks.
Summary
Dimensional U.S. Core Equity 2 ETF (DFAC) offers exposure to a broad portfolio of U.S. equities, with a systematic tilt towards smaller capitalization and value stocks. Managed by Dimensional Fund Advisors, it uses a research-driven investment approach. DFAC is suitable for long-term investors seeking capital appreciation and diversification within the U.S. equity market, who are comfortable with increased volatility associated with small-cap and value investments. The ETF has a low expense ratio making it an attractive investment vehicle.
Similar ETFs
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. Market conditions and fund performance can change.
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 U.S. Core Equity 2 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund 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 fund will invest at least 80% of its net assets in equity securities of U.S. companies. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
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