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 Emerging Core Equity Market ETF (DFAE)
- 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
08/14/2025: DFAE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 6.96% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 22.68 - 28.96 | Updated Date 06/29/2025 |
52 Weeks Range 22.68 - 28.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional Emerging Core Equity Market ETF
ETF Overview
Overview
The Dimensional Emerging Core Equity Market ETF (DFAE) aims to provide long-term capital appreciation by investing in a broad range of emerging market companies. It employs a market-cap-weighted approach, adjusted for relative price and profitability, focusing on firms with smaller market capitalizations and lower relative prices.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is known for its systematic, research-driven investment approach and long-term focus. They have a strong reputation for academic rigor and cost-effectiveness.
Management Expertise
DFA's investment team consists of experienced professionals with deep expertise in quantitative investing and asset pricing.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a broad range of emerging market companies.
Investment Approach and Strategy
Strategy: The ETF does not strictly track an index but aims to outperform market-cap-weighted benchmarks by tilting towards smaller, lower relative price, and more profitable companies within the emerging markets universe.
Composition The ETF primarily holds stocks of companies located in emerging market countries.
Market Position
Market Share: The Dimensional Emerging Core Equity Market ETF holds a moderate market share in the emerging market equity ETF space.
Total Net Assets (AUM): 8420000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging market equity ETF space is highly competitive, dominated by large, low-cost providers like Vanguard and iShares. DFAE differentiates itself through its factor-based approach, aiming to deliver higher returns by overweighting certain characteristics. This approach may offer higher potential returns but could also lead to periods of underperformance relative to broad market-cap-weighted ETFs.
Financial Performance
Historical Performance: Historical performance data should be analyzed over various time frames (e.g., 1-year, 3-year, 5-year, 10-year) to understand its risk-adjusted return profile.
Benchmark Comparison: Compare the ETF's returns to the MSCI Emerging Markets Index to assess its active management effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Emerging market equities are influenced by global economic growth, commodity prices, currency fluctuations, and geopolitical events.
Growth Trajectory
The growth trajectory of DFAE will depend on the performance of emerging market equities and the effectiveness of its factor-based investment strategy; changes to holdings are ongoing based on their systematic approach.
Moat and Competitive Advantages
Competitive Edge
DFAE's competitive advantage lies in its systematic, factor-based approach, focusing on smaller, value-oriented, and more profitable companies. DFA's long-term research and academic rigor support this approach. This strategy aims to generate alpha by exploiting market inefficiencies. The fund's relatively low expense ratio compared to other actively managed emerging market funds adds to its appeal. This differentiates it from passive, market-cap-weighted competitors.
Risk Analysis
Volatility
Emerging market equities are generally more volatile than developed market equities.
Market Risk
DFAE is subject to market risk, currency risk, and political risk associated with investing in emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to emerging market equities with a tolerance for higher volatility and a belief in factor-based investing.
Market Risk
DFAE is suitable for long-term investors and passive index followers who want a tilt towards value, size, and profitability factors.
Summary
DFAE is an emerging market equity ETF that seeks long-term capital appreciation through a factor-based approach. It targets smaller, value-oriented, and profitable companies. While offering potential for higher returns, it also carries higher volatility. Its low expense ratio and systematic approach make it an attractive option for long-term investors. The fund is appropriate for investors seeking a factor-based approach to emerging market equity exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Emerging Core Equity Market 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 readily marketable emerging markets equity securities that is composed of companies within the Emerging Markets Universe that meet the Advisor's investment criteria. The Advisor defines the Emerging Markets Universe as a market capitalization weighted set of non-U.S. companies associated with emerging markets, which may include frontier markets that have been designated as Approved Markets for investment by the Advisor.
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.