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Upturn AI SWOT - About
Dimensional US Marketwide Value ETF (DFUV)
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Upturn Advisory Summary
08/14/2025: DFUV (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 7.1% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 35.21 - 44.04 | Updated Date 06/29/2025 |
52 Weeks Range 35.21 - 44.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional US Marketwide Value ETF
ETF Overview
Overview
The Dimensional US Marketwide Value ETF (DFUV) seeks long-term capital appreciation by investing in a broad and diverse portfolio of U.S. companies with a high relative book value to market capitalization, focusing on value stocks across the market.
Reputation and Reliability
Dimensional Fund Advisors is a well-respected firm known for its research-driven investment approach and long-term focus.
Management Expertise
Dimensional's management team is experienced in factor-based investing and utilizes a systematic, rules-based approach.
Investment Objective
Goal
Seeks long-term capital appreciation by focusing on value stocks across the entire U.S. market.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs a systematic approach that identifies companies with high book-to-market ratios, indicating value.
Composition The ETF primarily holds stocks of U.S. companies, emphasizing those considered value stocks based on their relative book value to market capitalization.
Market Position
Market Share: Detailed market share data for DFUV is difficult to ascertain precisely, but it competes within the broader US value ETF segment.
Total Net Assets (AUM): 1959000000
Competitors
Key Competitors
- VTV
- IWD
- IUSV
Competitive Landscape
The value ETF market is highly competitive, with many established funds. DFUV distinguishes itself through Dimensional's factor-based approach and focus on marketwide value. Advantages include diversification and disciplined implementation, while disadvantages could be higher expense ratios compared to some index-tracking funds.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Performance should be compared to a broad-based U.S. equity index and relevant value-oriented benchmarks.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume provides an indication of the ETF's liquidity; higher trading volume generally indicates better liquidity.
Bid-Ask Spread
The bid-ask spread indicates the cost of trading the ETF; a tighter spread suggests lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends influence the performance of value stocks and the ETF.
Growth Trajectory
Growth depends on value stock performance relative to the broader market and inflows into value-oriented strategies; changes in holdings will reflect Dimensional's systematic approach.
Moat and Competitive Advantages
Competitive Edge
DFUV benefits from Dimensional's established reputation, research-driven approach, and disciplined execution. Its strategy focuses on capturing the value premium through a systematic methodology. The broad marketwide approach provides diversification, while the focus on value stocks aims for long-term capital appreciation. This combination can be attractive to investors seeking a robust and well-managed value strategy.
Risk Analysis
Volatility
The volatility of DFUV will depend on the volatility of its underlying holdings, particularly value stocks.
Market Risk
Specific risks include underperformance of value stocks compared to growth stocks, economic downturns impacting company fundamentals, and changes in investor sentiment towards value investing.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation, is comfortable with market fluctuations, and has a preference for value stocks.
Market Risk
DFUV is best suited for long-term investors seeking exposure to value stocks and who are willing to accept the risks associated with equity investing.
Summary
The Dimensional US Marketwide Value ETF (DFUV) is a value-oriented ETF that offers exposure to a diverse portfolio of U.S. companies with high book-to-market ratios. Dimensional's factor-based approach and systematic implementation contribute to the fund's competitive edge. However, potential investors should consider the fund's expense ratio and historical performance relative to its benchmark. DFUV is suitable for long-term investors seeking capital appreciation through value stocks and can tolerate market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is subject to 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 US Marketwide Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. The Advisor considers companies of all market capitalizations for purchase by the Portfolio. The Portfolio 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.
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.