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Dimensional ETF Trust (DFAR)



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Upturn Advisory Summary
08/14/2025: DFAR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.04% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 20.20 - 25.42 | Updated Date 06/29/2025 |
52 Weeks Range 20.20 - 25.42 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a suite of ETFs focusing on a systematic, rules-based approach to investing, targeting enhanced returns through factors like value, size, and profitability across various asset classes and market segments.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected, privately-held investment management firm known for its evidence-based approach and long-term investment philosophy.
Management Expertise
DFA's management team is composed of experienced investment professionals with a strong academic background in finance and economics, emphasizing rigorous research and disciplined execution.
Investment Objective
Goal
To provide long-term capital appreciation by systematically targeting factors that historically have provided higher returns.
Investment Approach and Strategy
Strategy: DFA ETFs do not typically track specific indices. Instead, they employ a rules-based strategy to overweight securities with desirable characteristics, such as small market capitalization, value orientation, and high profitability.
Composition The ETFs hold a diversified portfolio of stocks and, in some cases, bonds, depending on the specific ETF's mandate. The holdings are selected based on DFA's factor-based criteria.
Market Position
Market Share: Varies significantly by ETF within the Dimensional ETF Trust. They hold a growing but not dominant market share.
Total Net Assets (AUM): Varies by specific ETF within the trust.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P 500 ETF (IVV)
- Schwab U.S. Broad Market ETF (SCHB)
Competitive Landscape
The ETF industry is highly competitive, with a few large players dominating the market share. Dimensional ETFs differentiate themselves through their factor-based investment approach and emphasis on academic research, appealing to investors seeking a more systematic and less passive approach. However, they face competition from low-cost index funds that offer broader market exposure.
Financial Performance
Historical Performance: Historical performance data needs to be analyzed per ETF. Factor premiums drive the returns, so a general benchmark will be difficult.
Benchmark Comparison: Difficult to provide a single benchmark due to the customized strategies. A blend of broad market and factor indices may be suitable.
Expense Ratio: Varies by ETF, but generally higher than passive index funds due to the active management component. Refer to each ETF's fact sheet.
Liquidity
Average Trading Volume
Liquidity varies by ETF within the Dimensional ETF Trust; some are very liquid, while others are less so.
Bid-Ask Spread
The bid-ask spread also varies by ETF, reflecting the trading volume and investor demand; smaller ETFs may have wider spreads.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment all impact the performance of Dimensional ETFs. Their factor tilts make them sensitive to the performance of value, small-cap, and high-profitability stocks.
Growth Trajectory
Dimensional ETFs are experiencing growth as investors seek alternatives to traditional passive strategies and embrace factor-based investing. The growth trajectory will depend on the continued acceptance of this investment approach.
Moat and Competitive Advantages
Competitive Edge
Dimensional ETFs have a competitive advantage due to their rigorous, evidence-based investment approach, strong academic grounding, and reputation for disciplined execution. Their factor tilts offer the potential for enhanced returns compared to broad market index funds. Furthermore, their privately-held structure allows them to prioritize long-term investment goals over short-term market pressures. The combination of systematic investing with experienced professionals results in a unique investment offering.
Risk Analysis
Volatility
The volatility of Dimensional ETFs varies depending on the specific ETF's asset allocation and factor tilts. Generally, they may exhibit higher volatility than broad market index funds due to their factor exposures.
Market Risk
Dimensional ETFs are subject to market risk, meaning their value can fluctuate due to changes in overall market conditions, economic factors, and investor sentiment. Specific risks are related to the underlying assets in each ETF, i.e., Sector and Region concentration.
Investor Profile
Ideal Investor Profile
The ideal investor for Dimensional ETFs is a long-term investor with a good understanding of factor-based investing and a willingness to accept potential short-term volatility in pursuit of long-term capital appreciation.
Market Risk
Dimensional ETFs are best suited for long-term investors who are comfortable with a systematic, factor-based approach and are not seeking to time the market. They may also appeal to financial advisors looking to incorporate factor tilts into client portfolios.
Summary
Dimensional ETF Trust offers a compelling suite of ETFs for investors seeking a systematic, factor-based approach to investing. These ETFs employ a rules-based strategy to overweight securities with desirable characteristics, potentially leading to enhanced long-term returns. The ETFs are not suitable for investors seeking short-term gains, but are well-suited for long-term investors with a solid understanding of factor investing. Their higher expense ratios are a trade-off for the potential for outperformance, but investors should consider if the risk profile and management style align with their goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be construed as 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 ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The portfolio, using a market capitalization weighted approach, will concentrate investments in readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The Portfolio will principally invest in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.

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