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Upturn AI SWOT - About
Dimensional ETF Trust (DFIP)
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Upturn Advisory Summary
10/24/2025: DFIP (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 8.49% | Avg. Invested days 67 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 39.19 - 41.92 | Updated Date 06/29/2025 |
52 Weeks Range 39.19 - 41.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a suite of ETFs focusing on systematic, factor-based investing across various asset classes, sectors, and geographies, seeking long-term capital appreciation.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is known for its rigorous, research-driven investment approach and long history of providing investment solutions.
Management Expertise
DFA's management team comprises experienced professionals with deep expertise in quantitative investing and financial science.
Investment Objective
Goal
Achieve long-term capital appreciation by systematically investing in diversified portfolios.
Investment Approach and Strategy
Strategy: Employ a systematic investment approach based on factors like value, profitability, and momentum, rather than pure index tracking.
Composition Holdings vary across ETFs, including stocks, bonds, and other assets, depending on the specific ETF's objective.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Dimensional ETF Trust suite, with generally smaller market shares compared to larger index funds.
Total Net Assets (AUM): Varies by fund; information can be found via financial data providers.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- QQQ
- IWM
Competitive Landscape
The competitive landscape is dominated by large index funds. DFA offers factor-based investing, potentially outperforming market-cap-weighted indexes. However, factor performance is not guaranteed and DFA's approach typically results in slightly higher expense ratios than purely passive ETFs.
Financial Performance
Historical Performance: Historical performance varies greatly among specific ETFs offered in the Dimensional ETF Trust, should be checked based on individual funds.
Benchmark Comparison: Performance relative to benchmarks depends on the specific factor exposures. Benchmarks include broad market indices and factor-specific indices.
Expense Ratio: Expense ratios vary by ETF; typically higher than broad market index funds, ranging from 0.08% to 0.35%.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the Dimensional ETF Trust and can vary, it may have lower liquidity than widely-held index ETFs.
Bid-Ask Spread
Bid-ask spreads also vary, but due to factor-based methodologies can be slightly higher than for major index ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all impact Dimensional ETF Trust's performance, especially factor-based strategies.
Growth Trajectory
Growth depends on the performance of chosen investment factors. Strategy adjustments may occur based on DFA's ongoing research and market conditions.
Moat and Competitive Advantages
Competitive Edge
Dimensional ETF Trust's competitive advantages stem from its systematic, factor-based approach to investing, grounded in academic research. This data-driven methodology aims to capture long-term excess returns by targeting specific investment factors. This approach can differentiate them from traditional market-cap weighted ETFs. Their reputation and the rigor of their research provides a strong value proposition.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets and factor exposures, value stocks can provide a buffer from volatility during inflation periods.
Market Risk
Market risk varies depending on the ETF's holdings. Factor-based strategies may underperform during periods when their targeted factors are out of favor.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through a systematic, factor-based investment approach and are comfortable with potentially higher expense ratios.
Market Risk
Best suited for long-term investors who understand and believe in the principles of factor-based investing. Less suitable for active traders due to higher expense ratios.
Summary
Dimensional ETF Trust offers a suite of ETFs employing systematic, factor-based investment strategies based on academic research. These strategies aim to deliver long-term capital appreciation by targeting factors such as value, profitability, and momentum. They generally have higher expense ratios than broad market index funds but may outperform market-cap-weighted indices over the long term. Dimensional ETF Trust is suitable for investors who understand and embrace factor-based investing and seek long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. 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 | ||
Under normal circumstances, at least 80% of the Portfolio"s net assets will be invested in inflation-protected securities. Generally, the Portfolio will purchase inflation-protected securities with maturities between five and twenty years from the date of settlement. Under normal circumstances, when determining its duration, the Portfolio will consider an average duration similar to its benchmark, the Bloomberg U.S. TIPS Index.
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