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Upturn AI SWOT - About
Dimensional U.S. Core Equity 2 ETF (DFAC)
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Upturn Advisory Summary
07/16/2025: DFAC (3-star) is a STRONG-BUY. BUY since 45 days. Profits (6.27%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 24.98% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/16/2025 |
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. It uses a market-cap-weighted approach with tilts towards smaller cap and value stocks. This ETF focuses on the U.S. equity market.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded firm known for its disciplined, research-based investment approach and low-cost investment solutions.
Management Expertise
DFA has a highly experienced management team with a strong emphasis on academic research and quantitative analysis.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but utilizes a market-cap-weighted approach with tilts towards smaller cap and value stocks, driven by research based criteria.
Composition The ETF holds a diversified portfolio of U.S. stocks across various sectors.
Market Position
Market Share: DFAC has a moderate market share within the U.S. core equity ETF category.
Total Net Assets (AUM): 11570000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The U.S. core equity ETF market is highly competitive with several large players offering similar investment strategies. DFAC differentiates itself with its focus on smaller cap and value stocks based on dimensions of higher expected returns. However, the biggest ETFs (IVV, VTI, SPY) benefit from higher liquidity and tighter spreads.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers to conduct time period performance reviews.
Benchmark Comparison: Performance needs to be compared against relevant benchmarks like the CRSP US Total Market Index or similar benchmarks that represent the broad U.S. market.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
DFAC exhibits moderate trading volume, adequate for most retail investors, but smaller compared to larger, more popular ETFs.
Bid-Ask Spread
The bid-ask spread is typically tight, making it cost-effective to trade the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of DFAC, with small-cap and value stocks being particularly sensitive to economic cycles.
Growth Trajectory
DFACu2019s growth depends on its ability to attract assets through consistent performance, strong marketing, and distribution efforts. Changes to strategy include possible changes in weighting and inclusion criteria.
Moat and Competitive Advantages
Competitive Edge
DFAC benefits from DFA's established reputation for research-based investing and its focus on dimensions of higher expected returns. The fund's low expense ratio and diversified approach are attractive to cost-conscious investors. The strategy of tilting towards small-cap and value stocks provides a potential edge over purely market-cap-weighted ETFs. However, this tilt can also introduce increased volatility compared to other ETFs. DFAC may experience periods of underperformance relative to broader market indices if small-cap and value stocks are out of favor.
Risk Analysis
Volatility
DFAC may exhibit higher volatility than broader market ETFs due to its focus on smaller capitalization and value stocks.
Market Risk
Specific risks include market risk, sector concentration risk, and the risk that smaller-cap and value stocks may underperform during certain market cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad U.S. equity exposure with a tilt towards small-cap and value stocks, and who is comfortable with potentially higher volatility.
Market Risk
DFAC is best suited for long-term investors seeking capital appreciation as part of a diversified portfolio.
Summary
Dimensional U.S. Core Equity 2 ETF (DFAC) offers broad exposure to the U.S. equity market with a focus on small-cap and value stocks, managed by a reputable firm known for its research-based approach. Its low expense ratio and diversified portfolio are attractive features. However, the tilt towards small-cap and value stocks can lead to increased volatility and potential underperformance relative to broader market indices. It is suitable for long-term investors seeking capital appreciation and comfortable with moderate risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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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