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Upturn AI SWOT - About
Dimensional ETF Trust - Dimensional US Large Cap Value ETF (DFLV)
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Upturn Advisory Summary
08/14/2025: DFLV (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 10.34% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.14 - 32.34 | Updated Date 06/29/2025 |
52 Weeks Range 26.14 - 32.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional US Large Cap Value ETF
ETF Overview
Overview
The Dimensional US Large Cap Value ETF (DFUV) aims to provide long-term capital appreciation by investing in a broad portfolio of US large-cap companies with relatively high book value in relation to their market capitalization. It focuses on companies with lower relative price and profitability ratios.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected investment management firm known for its systematic, research-driven approach to investing.
Management Expertise
DFA has a strong team of experienced investment professionals and academics who have developed and refined their investment strategies over many years.
Investment Objective
Goal
To provide long-term capital appreciation by investing in US large-cap value stocks.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but instead uses a systematic, rules-based approach to select and weight securities based on value characteristics.
Composition Primarily composed of US large-cap value stocks.
Market Position
Market Share: Data not readily available to compute market share precisely. Further research required.
Total Net Assets (AUM): 1390000000
Competitors
Key Competitors
- VTV
- IWD
- SCHV
- IVE
Competitive Landscape
The large-cap value ETF space is competitive, with established players like Vanguard and iShares dominating in terms of AUM and trading volume. DFUV differentiates itself with DFA's distinct investment philosophy and implementation approach focusing on value, profitability and investment.. The advantage is more systematic approach but the disadvatage is DFUV may have higher expense ratio than competitors.
Financial Performance
Historical Performance: Historical performance data not directly accessible, refer to fund fact sheet.
Benchmark Comparison: Benchmark comparison data not directly accessible, refer to fund fact sheet.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, as reflected in its average trading volume.
Bid-Ask Spread
Bid-ask spread is typically tight, which leads to lower trading costs for investors.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards value stocks.
Growth Trajectory
The growth trajectory is dependent on the relative performance of value stocks and investor demand for factor-based ETFs.
Moat and Competitive Advantages
Competitive Edge
DFUV benefits from DFA's established reputation and factor investing expertise. Its competitive advantage lies in its systematic implementation of the value premium, utilizing a multi-factor approach to stock selection and weighting. The ETF also incorporates a focus on profitability and investment, factors that have been shown to enhance returns. DFA's long-term approach and commitment to research provide a differentiated offering compared to traditional index-tracking value ETFs.
Risk Analysis
Volatility
The ETF's volatility is dependent on the volatility of the underlying large-cap value stocks.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate due to changes in economic conditions, investor sentiment, and company-specific factors.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation, have a tolerance for market risk, and believe in the value investing philosophy.
Market Risk
Suitable for long-term investors who want a systematic exposure to US large-cap value stocks.
Summary
Dimensional US Large Cap Value ETF (DFUV) provides exposure to US large-cap value stocks using a systematic, research-driven approach. The ETF aims for long-term capital appreciation and is suited for investors who believe in value investing and are seeking a diversified portfolio of large-cap companies with attractive valuations. DFUV offers a relatively low expense ratio and benefits from DFA's expertise in factor-based investing. Potential investors should consider its risks and investment strategy to make informed decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on your individual circumstances and after consulting with a qualified financial advisor.
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 US Large Cap Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To achieve the fund"s investment objective, the Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in securities of large cap U.S. companies.
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.