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Upturn AI SWOT - About
Dimensional ETF Trust (DFAW)
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Upturn Advisory Summary
08/14/2025: DFAW (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 19.37% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 53.02 - 66.98 | Updated Date 06/30/2025 |
52 Weeks Range 53.02 - 66.98 | Updated Date 06/30/2025 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a suite of ETFs focused on factor-based investing (value, size, profitability) across various asset classes and geographies. They aim for long-term capital appreciation by systematically tilting portfolios towards companies with specific characteristics.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected investment firm known for its quantitative, research-driven approach and long-term investment philosophy.
Management Expertise
DFA has a highly experienced management team with expertise in quantitative finance and portfolio management, focusing on implementing factor-based investment strategies.
Investment Objective
Goal
Long-term capital appreciation through factor-based investment strategies.
Investment Approach and Strategy
Strategy: Factor-based investing, focusing on value, size, and profitability factors, using a systematic and rules-based approach.
Composition Primarily holds stocks, but can also include bonds depending on the specific ETF within the Dimensional ETF Trust family.
Market Position
Market Share: Dependent on the specific Dimensional ETF Trust fund being considered, varies by investment focus.
Total Net Assets (AUM): Varies greatly across the Dimensional ETF Trust family of funds, ranging from millions to billions of dollars.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- IJR
- VOO
Competitive Landscape
The ETF market is highly competitive. Dimensional ETFs offer a systematic, factor-based approach, differentiating themselves from broad market index funds. Their advantage lies in their research-driven approach, while a disadvantage can be higher expense ratios compared to pure index funds.
Financial Performance
Historical Performance: Varies by fund. Performance should be evaluated relative to its benchmark and factor exposures over various time periods.
Benchmark Comparison: Should be compared against appropriate benchmarks reflecting factor exposures (e.g., value, small-cap, profitability indices).
Expense Ratio: Expense ratios vary among Dimensional ETFs, but generally range from 0.10% to 0.40%.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF, but generally remains healthy.
Bid-Ask Spread
Bid-ask spreads are typically tight for the more popular Dimensional ETFs, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and market sentiment can influence the performance of the underlying factors (value, size, profitability) targeted by Dimensional ETFs.
Growth Trajectory
Growth depends on investor demand for factor-based investing and the performance of the targeted factors.
Moat and Competitive Advantages
Competitive Edge
Dimensional's competitive edge lies in its deep research expertise in factor investing and its disciplined, systematic approach to portfolio management. They use a patient, long-term investment horizon and trading strategies that minimize transaction costs. Their robust quantitative process provides a distinct advantage over discretionary management. This strategy helps them consistently apply factor tilts and potentially outperform market-cap weighted indices over extended periods.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and its underlying asset class. Small-cap and value-oriented ETFs may exhibit higher volatility.
Market Risk
Subject to market risk associated with equity investments. Factor-specific risks exist if the targeted factors underperform.
Investor Profile
Ideal Investor Profile
Long-term investors seeking exposure to specific factors (value, size, profitability) and willing to accept potential tracking error relative to broad market indices.
Market Risk
Best suited for long-term investors who understand and believe in the principles of factor-based investing and are comfortable with a quantitative approach.
Summary
Dimensional ETF Trust offers a suite of factor-based ETFs that aim for long-term capital appreciation through exposure to value, size, and profitability factors. Managed by Dimensional Fund Advisors (DFA), these ETFs offer a systematic, research-driven approach. They cater to long-term investors seeking exposure to specific factors, with the understanding of potential tracking error. While they may have higher expense ratios compared to broad market index funds, Dimensional's investment approach could provide better long term gains.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and risk tolerance.
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 fund is a "fund of funds", which means that the Portfolio generally allocates its assets among other funds managed by the Advisor, although it has the flexibility to invest directly in securities and derivatives.
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