Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF(DFEV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFEV
11/06/2026: DFEV (2-star) is currently NOT-A-BUY. Pass it for now.
DFEV provides targeted exposure to emerging markets by systematically overweighting companies with attractive value characteristics, managed by the factor-investing experts at Dimensional Fund Advisors. Its primary strength is a disciplined, research-backed strategy that seeks to capture value premiums, making it a robust component for investors looking to diversify beyond traditional market-cap-weighted indices. The fund is best used as a core or satellite holding for long-term investors comfortable with the higher volatility and geopolitical risks inherent in emerging economies. Key factors to monitor include the relative performance of the value factor versus growth, currency strength, and the general economic health of the underlying emerging nations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics, which often underperform during periods of strong growth factor dominance. |
| Momentum investor | Mixed fit | Strong fit only while the value factor signal remains positive relative to growth. |
| Value investor | Strong fit | The fund is explicitly designed to capture the value premium in emerging markets, making it a core holding for value-oriented portfolios. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than consistent income generation. |
| Low-risk investor | Weak fit | Emerging markets carry high inherent volatility and political risk, which is unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital growth who have a high risk tolerance and desire a systematic, factor-based tilt away from traditional market-cap weighting in their international allocation.
Suitability
Best suited for long-term investors capable of enduring short-term volatility in pursuit of potential factor-based premiums.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are subject to significant price swings due to economic and political instability. |
| Market risk | High | Equity investments are subject to broad market declines that can impact the entire portfolio. |
| Concentration | Medium | While broad, the fund is concentrated in specific emerging economies and industries. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, but management costs are competitive. |
| Liquidity | Medium | Some underlying emerging market securities may have lower liquidity during periods of market stress. |
| Business/sector quality | Medium | The focus on value may lead to holdings in companies with lower quality or higher distress characteristics. |
Risk Analysis
Volatility
DFEV exhibits high volatility due to the nature of emerging market equities and the risk-on/risk-off nature of value factor premiums.
Market Risk
Risks include currency fluctuations, political instability, regulatory changes, and economic volatility in the countries where the fund invests.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equity | 98 | Provides broad exposure to international markets with a tilt toward value-oriented securities. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minimal cash held for liquidity and operational purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 30.25% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.