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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
10/24/2025: 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 14.93% | Avg. Invested days 57 | 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 10/24/2025 |
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) seeks long-term capital appreciation by investing in a broad and diverse portfolio of US large-cap companies with relatively high book-to-market ratios. It focuses on value stocks within the large-cap segment, aiming for a diversified exposure.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, research-driven investment approach and low-cost strategies.
Management Expertise
DFA has a strong management team with extensive experience in quantitative investing and a long track record of implementing factor-based strategies.
Investment Objective
Goal
The primary investment goal of DFUV is to achieve long-term capital appreciation by investing in US large-cap value stocks.
Investment Approach and Strategy
Strategy: DFUV does not aim to precisely track a specific index, but rather utilizes a flexible, rules-based approach to select and weight securities based on value characteristics and profitability metrics.
Composition DFUV primarily holds stocks of US large-cap companies considered to be value stocks based on their book-to-market ratios and other factors.
Market Position
Market Share: DFUV's market share within the large-cap value ETF segment is growing.
Total Net Assets (AUM): 2575400000
Competitors
Key Competitors
- VTV
- IVE
- IWD
Competitive Landscape
The large-cap value ETF market is highly competitive with established players like Vanguard, iShares, and State Street. DFUV differentiates itself through DFA's distinct, factor-based investment process. While established ETFs have larger AUM, DFUV's systematic approach may appeal to investors seeking a different value strategy. DFUV potentially has a slight advantage based on its low expense ratio, and disadvantage from a lower AUM than its competitiors.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial sources.
Benchmark Comparison: DFUV's performance should be compared to benchmarks like the Russell 1000 Value Index to assess its effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average daily trading volume of DFUV is moderate, which affects order execution efficiency.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and the overall performance of value stocks will influence DFUV's performance.
Growth Trajectory
DFUV's growth trajectory depends on investor demand for factor-based value strategies and DFA's ability to attract assets. There have been no major recent changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
DFUV benefits from DFA's established reputation for systematic, research-driven investing. Its value investment strategies, based on academic research, offer a unique approach within the crowded ETF market. The ETF's relatively low expense ratio enhances its competitive advantage. DFA's expertise in factor-based investing provides a competitive edge in identifying and capturing value premiums. Its focus on a broad and diversified portfolio aims to mitigate risk and generate consistent returns over the long term.
Risk Analysis
Volatility
DFUV's volatility is expected to be similar to other large-cap value ETFs and can be impacted by market fluctuations and sector-specific risks.
Market Risk
Market risk is the primary risk associated with DFUV, as its performance is tied to the overall performance of the US equity market and the value factor. Specific risks related to the holdings will also affect its performance.
Investor Profile
Ideal Investor Profile
DFUV is suitable for long-term investors seeking exposure to US large-cap value stocks and who understand and accept factor-based investing strategies.
Market Risk
DFUV is best suited for long-term investors seeking diversified exposure to value stocks. It is not suited for active traders.
Summary
The Dimensional US Large Cap Value ETF offers a systematic approach to investing in US large-cap value stocks, leveraging DFA's expertise in factor-based investing. With a focus on value characteristics and profitability, DFUV seeks to achieve long-term capital appreciation. Its competitive advantage lies in DFA's reputation and low expense ratio, while its risks are tied to market volatility and the performance of value stocks. DFUV is suitable for long-term investors seeking a diversified value strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. ETF performance and market conditions can change. Consult with a 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 - 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.