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Upturn AI SWOT - About
Dimensional US Marketwide Value ETF (DFUV)
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Upturn Advisory Summary
10/24/2025: 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 11.78% | Avg. Invested days 55 | 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 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 to provide long-term capital appreciation by investing in a broad and diverse portfolio of US companies with higher relative book value to market capitalization ratios. It focuses on value stocks across the entire market capitalization spectrum within the US.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, research-driven approach and low-cost ETF offerings.
Management Expertise
DFA has a highly experienced management team with a long history of utilizing factor-based investing strategies.
Investment Objective
Goal
To provide long-term capital appreciation by investing in US value stocks.
Investment Approach and Strategy
Strategy: It does not strictly track a specific index, but it aims to capture the value premium by overweighting companies with higher book-to-market ratios across the entire US market.
Composition The ETF primarily holds common stocks of US companies across various sectors, with a focus on those classified as value stocks.
Market Position
Market Share: DFUV's market share is growing, but remains a fraction of the largest value ETFs.
Total Net Assets (AUM): 2481000000
Competitors
Key Competitors
- VTV
- IWD
- VOOV
Competitive Landscape
The value ETF market is highly competitive. DFUV benefits from DFA's factor-based approach and low cost. However, larger competitors like VTV and IWD have significantly higher AUM and liquidity.
Financial Performance
Historical Performance: Historical performance data unavailable in this limited context.
Benchmark Comparison: Benchmark comparison data unavailable in this limited context.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
DFUV's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
DFUV's bid-ask spread is typically tight, reflecting its reasonable liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
DFUV's performance is affected by broader market conditions, interest rates, and the relative performance of value stocks compared to growth stocks.
Growth Trajectory
DFUV is experiencing slow and steady AUM growth as investors increasingly recognize the benefits of factor-based investing.
Moat and Competitive Advantages
Competitive Edge
DFUV benefits from DFA's established reputation and systematic approach to value investing. Its focus on the entire market capitalization spectrum provides a broader exposure to value stocks compared to some competitors. The ETF's low expense ratio further enhances its appeal to cost-conscious investors. DFA's rigorous research and implementation also contribute to its competitive edge. The ETF has a small fund size compared to its larger competitors.
Risk Analysis
Volatility
DFUV's volatility is generally comparable to other value ETFs and the broader market, but can vary depending on market conditions.
Market Risk
DFUV is subject to market risk, the risk that the overall market or specific sectors in which it invests will decline in value.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to US value stocks with a diversified and systematic approach.
Market Risk
DFUV is suitable for long-term investors and passive index followers who want to gain exposure to the value factor with a low-cost ETF.
Summary
The Dimensional US Marketwide Value ETF offers exposure to a broad and diverse portfolio of US value stocks. It's managed by Dimensional Fund Advisors, a firm known for its systematic, research-driven approach. The ETF's low expense ratio and focus on capturing the value premium make it an appealing option for long-term investors. It competes with larger, more liquid value ETFs. While providing diversification, it's important to acknowledge it may carry less liquidity than some of its peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DFA.com
- Morningstar.com
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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.