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Upturn AI SWOT - About
Dimensional U.S. Equity ETF (DFUS)
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Upturn Advisory Summary
06/10/2025: DFUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 28.18% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/10/2025 |
Key Highlights
Volume (30-day avg) 406006 | Beta 1.02 | 52 Weeks Range 52.09 - 66.63 | Updated Date 06/10/2025 |
52 Weeks Range 52.09 - 66.63 | Updated Date 06/10/2025 |
Upturn AI SWOT
Dimensional U.S. Equity ETF
ETF Overview
Overview
The Dimensional U.S. Equity ETF seeks long-term capital appreciation by investing in a broad and diverse portfolio of U.S. companies, emphasizing smaller companies and value stocks. It utilizes a market capitalization weighted approach with tilts toward profitability and value.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded firm known for its systematic, research-driven investment approach and low-cost funds.
Management Expertise
DFA has a highly experienced management team with a strong focus on academic research and quantitative analysis in portfolio construction.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but utilizes a systematic investment approach based on market capitalization, profitability, and relative price.
Composition The ETF primarily holds stocks of U.S. companies across various market capitalizations, with an emphasis on smaller companies and value stocks.
Market Position
Market Share: Dimensional ETFs have been gaining traction in the market, but market share for a single ETF can vary.
Total Net Assets (AUM): 11000000000
Competitors
Key Competitors
- IVV
- VTI
- SCHB
- SPY
Competitive Landscape
The US equity ETF market is highly competitive, dominated by large, low-cost index funds. DFUS competes by offering a systematic, factor-based approach aiming for enhanced returns compared to market-cap weighted indexes. Its advantage is potential outperformance through factor tilts, while its disadvantage could be higher tracking error and potentially underperforming during certain market cycles.
Financial Performance
Historical Performance: Historical performance is unavailable without specific data.
Benchmark Comparison: Benchmark comparison requires specific historical performance data.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average trading volume indicates its liquidity.
Bid-Ask Spread
The bid-ask spread provides insight into the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends influence the performance of U.S. equities held by the ETF.
Growth Trajectory
The growth trajectory depends on the overall U.S. equity market performance and the ETF's ability to generate alpha through its factor-based approach.
Moat and Competitive Advantages
Competitive Edge
Dimensional's competitive edge lies in its systematic, research-driven approach to investing, focusing on factors like size, value, and profitability. This methodology, backed by extensive academic research, aims to deliver long-term outperformance. The firm also benefits from a strong reputation for low-cost, tax-efficient investing. However, the performance of DFUS depends on the sustained premiums associated with these factors.
Risk Analysis
Volatility
Volatility is tied to the overall market and the specific stocks held, reflecting both market and specific asset risks.
Market Risk
Market risk encompasses the potential for losses due to broad market declines and sector-specific risks associated with the ETF's holdings.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation, comfortable with a systematic, factor-based approach, and willing to accept potential tracking error.
Market Risk
The ETF is best for long-term investors seeking a diversified U.S. equity exposure with a tilt towards smaller companies and value stocks, and accepting of short-term volatility.
Summary
The Dimensional U.S. Equity ETF (DFUS) offers exposure to U.S. equities with a focus on value and small-cap stocks, utilizing a systematic approach developed by Dimensional Fund Advisors. It targets long-term capital appreciation through factor tilts. It suits long-term investors seeking diversified US equity, accepting the risks associated with a tilted portfolio. Its expense ratio is low relative to actively-managed funds.
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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. Past performance is not indicative of future results. Market conditions and other factors may impact the ETF's performance.
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 U.S. Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in securities of U.S. companies. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
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