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Upturn AI SWOT - About
Dimensional US Core Equity Market ETF (DFAU)
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Upturn Advisory Summary
10/10/2025: DFAU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.13% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 32.97 - 42.28 | Updated Date 06/29/2025 |
52 Weeks Range 32.97 - 42.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional US Core Equity Market ETF
ETF Overview
Overview
The Dimensional US Core Equity Market ETF (DFAU) seeks to provide long-term capital appreciation by investing in a broad range of U.S. companies, emphasizing smaller capitalization, lower relative price, and higher profitability stocks.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment management firm known for its systematic, research-driven approach and focus on factors.
Management Expertise
DFA's management team consists of experienced professionals with expertise in factor-based investing and portfolio construction.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a broad portfolio of U.S. equity securities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, instead employing a systematic investment strategy that emphasizes factors such as size, value, and profitability.
Composition The ETF holds a diversified portfolio of U.S. stocks, with a tilt towards small-cap and value stocks.
Market Position
Market Share: DFAU's market share is in the competitive large blend ETF space, but is not among the largest.
Total Net Assets (AUM): 2950000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- SCHB
Competitive Landscape
The ETF market is highly competitive, dominated by large index funds. DFAU competes by offering a factor-based approach. The advantage of DFAU is its tilt towards value and small-cap stocks, potentially leading to higher returns, while disadvantages include higher fees compared to passively managed index funds, and factor investing may underperform during certain market conditions.
Financial Performance
Historical Performance: Historical performance data needs to be pulled from a live data source; therefore is excluded to meet the no live data requirement
Benchmark Comparison: Benchmark comparison data needs to be pulled from a live data source; therefore is excluded to meet the no live data requirement
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average daily trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment all affect DFAU. As a U.S. equity fund, DFAU is sensitive to changes in interest rates, economic growth, and inflation.
Growth Trajectory
DFAU's growth trajectory is tied to investor interest in factor-based investing and its ability to outperform its benchmark.
Moat and Competitive Advantages
Competitive Edge
DFAU's competitive advantage stems from its systematic, factor-based approach to investing. Dimensional Fund Advisors has a long history of research and expertise in factor investing, which gives DFAU credibility. The ETF's emphasis on smaller capitalization, lower relative price, and higher profitability stocks differentiates it from broad market index funds. This factor-based approach seeks to generate long-term outperformance relative to traditional market-cap-weighted indexes.
Risk Analysis
Volatility
The volatility of DFAU is influenced by the volatility of its underlying holdings and the factor exposures it targets. Smaller-cap and value stocks can be more volatile than large-cap growth stocks.
Market Risk
The primary market risk is the potential for declines in the overall U.S. equity market. Specific risks include sector concentration and factor underperformance.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation and comfortable with factor-based investing, particularly the potential for value and small-cap stocks to outperform.
Market Risk
DFAU is best suited for long-term investors who understand factor-based investing and are willing to accept potential periods of underperformance.
Summary
Dimensional US Core Equity Market ETF (DFAU) is a factor-based ETF focusing on U.S. equities with a tilt towards small-cap, value, and high profitability stocks. It aims for long-term capital appreciation using a systematic investment approach. It's suitable for long-term investors seeking exposure to factor investing, accepting potential volatility. Its competitive advantage lies in DFA's research-driven approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors, ETF.com, Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is an estimate and might not reflect current market conditions.
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 US Core Equity Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities of U.S. companies. The Advisor may also increase or reduce the fund's exposure to an eligible company, or exclude a company, based on shorter-term considerations, such as a company's price momentum, short-run reversals and investment characteristics.
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.