Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Dimensional U.S. Equity ETF(DFUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFUS
11/13/2026: DFUS (3-star) is currently NOT-A-BUY. Pass it for now.
The Dimensional U.S. Equity ETF (DFUS) offers broad, diversified exposure to the U.S. equity market through a systematic, evidence-based strategy. Its core strengths include a highly disciplined management approach, low expense ratios, and significant liquidity, making it an efficient vehicle for long-term capital appreciation. The fund serves as an excellent core portfolio holding for investors seeking to capture market returns without reliance on active stock-picking. While it remains subject to systemic market risks and volatility, it is highly suitable for investors who value Dimensional's research-driven methodology. Key factors to monitor include the overall health of the U.S. economy and the fund's ongoing ability to track its target market efficiently.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides comprehensive exposure to the growth potential of the entire U.S. equity market. |
| Momentum investor | Mixed fit | It follows a systematic market approach rather than an active momentum-chasing strategy. |
| Value investor | Strong fit | It offers broad market exposure which includes value-oriented sectors at a low cost. |
| Dividend/Income investor | Mixed fit | While it captures dividend-paying stocks, it is not specifically designed as a high-yield income product. |
| Low-risk investor | Weak fit | As a 100% equity fund, it carries the inherent volatility associated with the U.S. stock market. |
Investor Profile
Ideal Investor Profile
The ideal investor for DFUS is a long-term, buy-and-hold participant seeking efficient, systematic exposure to the U.S. stock market.
Suitability
It is best suited for passive index followers and long-term investors looking for a core portfolio holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact short-term portfolio value. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the broader U.S. economy. |
| Concentration | Low | The fund is highly diversified across a wide range of U.S. stocks, reducing single-issuer risk. |
| Tracking/expense | Low | The low expense ratio and efficient management keep tracking error minimal. |
| Liquidity | Low | High trading volume ensures that investors can enter or exit positions with minimal impact. |
| Business/sector quality | Medium | The fund's performance is tied to the collective performance of the U.S. corporate sector. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DFUS experiences volatility consistent with the broader U.S. equity market, typical for a diversified core holding.
Market Risk
The fund is subject to significant market risk, as it is fully invested in U.S. equities, making it sensitive to economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 75 | These holdings provide the primary engine for growth and represent the majority of the U.S. market's value. |
| Market capitalization | Mid-Cap U.S. Equities | 15 | Mid-cap exposure offers a balance between the growth potential of smaller companies and the stability of large-caps. |
| Market capitalization | Small-Cap U.S. Equities | 9 | Small-cap stocks are included to capture potential risk premiums and enhance overall portfolio diversification. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash position is maintained for liquidity and to facilitate daily fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 37.2% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.