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Upturn AI SWOT - About
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF (DFEV)
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Upturn Advisory Summary
08/14/2025: DFEV (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 6.06% | 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 0.87 | 52 Weeks Range 23.60 - 30.03 | Updated Date 06/29/2025 |
52 Weeks Range 23.60 - 30.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
ETF Overview
Overview
The Dimensional Emerging Markets Value ETF (DFEV) seeks long-term capital appreciation by investing in a broad portfolio of emerging markets companies with lower relative prices. It focuses on value stocks within the emerging markets universe, using a market-cap-weighted approach within its value criteria.
Reputation and Reliability
Dimensional Fund Advisors is a well-regarded investment firm known for its systematic, research-driven approach to investing.
Management Expertise
Dimensional's management team has significant experience in quantitative investing and factor-based portfolio construction.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in emerging market value stocks.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a systematic, rules-based approach to select and weight value stocks in emerging markets.
Composition Primarily holds stocks of companies located in emerging market countries, selected based on value characteristics.
Market Position
Market Share: DFEV holds a moderate market share within the emerging market value ETF category.
Total Net Assets (AUM): 105915478
Competitors
Key Competitors
- IEMV
- VWO
- EEM
- SPEM
Competitive Landscape
The emerging market value ETF space is moderately competitive. DFEV differentiates itself through its systematic, factor-based approach. Competitors like VWO and EEM are broad market ETFs and have lower expense ratio compared to DFEV, but DFEV is very well regarded for its methodology and cost management.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from financial data provider.
Benchmark Comparison: Benchmark comparison data needs to be acquired from financial data provider.
Expense Ratio: 0.34
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with average daily trading volumes that may vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically competitive, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Emerging market equities are influenced by global economic conditions, geopolitical risks, currency fluctuations, and commodity prices. Value stocks performance can be impacted by changes in interest rates and economic cycles.
Growth Trajectory
The growth trajectory of the ETF is tied to the performance of emerging market value stocks and Dimensional's ability to effectively implement its investment strategy.
Moat and Competitive Advantages
Competitive Edge
Dimensional's competitive advantage lies in its rigorous, research-driven investment process. It systematically targets value stocks with a focus on profitability and momentum factors. This process, combined with lower internal trading costs, is designed to provide consistent, long-term outperformance. It is well regarded for cost management within the investment process.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to the inherent risks associated with emerging markets and value investing.
Market Risk
The ETF is subject to market risk, including fluctuations in emerging market equities and currency exchange rates. Value stocks can underperform during growth-led market rallies.
Investor Profile
Ideal Investor Profile
The ETF is suitable for long-term investors seeking exposure to emerging market value stocks as part of a diversified portfolio.
Market Risk
This ETF is best suited for long-term investors who are comfortable with the volatility and risks associated with emerging markets and value investing.
Summary
Dimensional Emerging Markets Value ETF (DFEV) offers exposure to value stocks in emerging markets, employing a systematic, factor-based approach. Its strengths lie in the issuer's research-driven methodology and cost management. The ETF's potential growth is dependent on the performance of emerging market value stocks and its own ability to effectively implement investment strategy. The ETF exhibits high volatility due to the inherent risks associated with emerging markets, which is ideal for long-term investors seeking capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis 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 data is subject to change.
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 - Dimensional Emerging Markets Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Portfolio is designed to purchase emerging market equity securities that are deemed by the Advisor to be value stocks at the time of purchase, which may include frontier markets (emerging market countries in an earlier stage of development). As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in emerging markets investments that are defined in the Prospectus as Approved Markets securities. The Portfolio may purchase emerging market equity securities across all market capitalizations.
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.