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Dimensional US Marketwide Value ETF(DFUV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFUV
11/13/2026: DFUV (3-star) is a REGULAR-BUY. BUY for 13 days. Simulated Profits (0.41%). Updated daily EoD!
Dimensional US Marketwide Value ETF (DFUV) provides active, systematic exposure to US companies that exhibit value characteristics while filtering for higher profitability. By moving beyond traditional passive index constraints, the fund aims to deliver a persistent value premium. Its strengths include a competitive expense ratio, rigorous issuer methodology, and broad diversification across market capitalizations. Key risks include the cyclical nature of the value factor and sensitivity to broad equity market drawdowns. It is an ideal fit for long-term investors seeking to tilt their core equity holdings toward value and quality factors.
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 | Weak fit | The fund is specifically tilted toward value stocks and intentionally underweight high-growth, high-multiple companies. |
| Momentum investor | Mixed fit | The fund does not prioritize momentum, so it is a fit only when value factors are leading the market. |
| Value investor | Strong fit | This fund is specifically engineered to provide broad-based value exposure using systematic factor tilts. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than yield generation. |
| Low-risk investor | Medium fit | While value stocks can be defensive, the portfolio remains fully invested in equities and subject to market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking systematic exposure to the value and profitability factors rather than trying to time the market.
Suitability
This fund is best suited for long-term investors building a core portfolio or those looking for a factor-tilted satellite allocation within a larger equity strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it remains subject to overall stock market fluctuations. |
| Market risk | Medium / high | The fund is exposed to systemic risks affecting the broader US equity market. |
| Concentration | Low | The fund maintains a highly diversified portfolio across market caps and sectors. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed strategy. |
| Liquidity | Low | The underlying assets are highly liquid, supporting efficient trading. |
| Business/sector quality | Medium | The profitability filter helps screen out 'value traps' or low-quality businesses. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DFUV exhibits volatility consistent with a broad-market value equity portfolio, generally tracking the risk profile of the broader US equity market.
Market Risk
The primary risk is market risk, as the fund is fully invested in equities and sensitive to changes in the economic outlook for cyclical and value-oriented sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Stocks | 65 | These large, established companies provide the core stability and liquidity for the fund. |
| Market capitalization | US Mid-Cap Stocks | 20 | Mid-cap exposure offers a balance between growth potential and the stability of established firms. |
| Market capitalization | US Small-Cap Stocks | 15 | Small-cap value stocks are included to capture the potential higher returns associated with the value and size factors. |
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 35.89% | Avg. Invested days 71 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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