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Upturn AI SWOT - About
Dimensional U.S. Core Equity 2 ETF (DFAC)
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Upturn Advisory Summary
09/17/2025: DFAC (3-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (12.31%). 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 32.08% | Avg. Invested days 70 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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) provides broad exposure to U.S. equities, emphasizing companies with smaller market capitalizations and higher relative price/book ratios (value). It aims for long-term capital appreciation through a diversified portfolio.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected firm known for its systematic, research-driven investment approach and low-cost philosophy.
Management Expertise
DFA has a highly experienced management team with a strong focus on quantitative analysis and evidence-based investing.
Investment Objective
Goal
The primary investment goal of DFAC is long-term capital appreciation.
Investment Approach and Strategy
Strategy: DFAC does not track a specific index. Instead, it employs a multi-factor model that emphasizes smaller companies, value stocks, and profitability.
Composition The ETF primarily holds U.S. stocks across various sectors, with a bias towards small-cap and value stocks.
Market Position
Market Share: DFAC's market share is moderate compared to larger, more established broad market ETFs.
Total Net Assets (AUM): 1370000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- IWF
- VOO
Competitive Landscape
The ETF market is highly competitive, dominated by large, low-cost index funds. DFAC differentiates itself through its multi-factor investment approach. Compared to passive ETFs, DFAC may offer potentially higher returns but with potentially higher risks. Its advantages include a systematic approach and low expense ratio relative to actively managed funds.
Financial Performance
Historical Performance: Historical performance data is not included but can be obtained from financial data providers. It varies depending on the time period.
Benchmark Comparison: Benchmark comparison requires further analysis against a suitable benchmark like the Russell 3000 or a small-cap value index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume for DFAC is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting the ETF's efficient trading and moderate liquidity.
Market Dynamics
Market Environment Factors
DFAC's performance is influenced by economic growth, interest rates, inflation, and investor sentiment towards small-cap and value stocks. Sector trends and overall market volatility also play a role.
Growth Trajectory
DFAC's growth trajectory depends on its ability to deliver competitive returns relative to its benchmark and attract inflows. The strategy has remained consistent over time.
Moat and Competitive Advantages
Competitive Edge
DFAC's competitive edge lies in its disciplined, systematic investment approach rooted in academic research. The ETF's multi-factor model targets specific risk premiums associated with size and value. Its low expense ratio gives it an advantage over actively managed funds. This approach may lead to outperformance during certain market cycles but could underperform during growth-oriented markets.
Risk Analysis
Volatility
DFAC may exhibit higher volatility than broad market ETFs due to its exposure to small-cap and value stocks.
Market Risk
Specific risks include market risk, small-cap risk (higher volatility), and value risk (potential for underperformance during growth cycles).
Investor Profile
Ideal Investor Profile
DFAC is suitable for long-term investors seeking exposure to U.S. equities with a tilt towards small-cap and value stocks and who are comfortable with moderate volatility.
Market Risk
DFAC is best for long-term investors who seek capital appreciation and are willing to accept potentially higher volatility for potentially higher returns.
Summary
Dimensional U.S. Core Equity 2 ETF (DFAC) offers a cost-effective way to invest in a diversified portfolio of U.S. stocks, with a focus on smaller companies and value stocks. It leverages Dimensional Fund Advisors' systematic, research-driven investment approach. DFAC is suitable for investors seeking long-term capital appreciation and willing to accept moderate volatility. Its multi-factor model aims to capture specific risk premiums related to size and value, potentially leading to outperformance over the long term. The low expense ratio enhances its appeal as a core portfolio holding.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data can fluctuate. Past performance is not indicative of future results.
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.
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.