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Dimensional ETF Trust (DFVX)



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Upturn Advisory Summary
07/09/2025: DFVX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 12.54% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 55.80 - 68.87 | Updated Date 06/30/2025 |
52 Weeks Range 55.80 - 68.87 | Updated Date 06/30/2025 |
Upturn AI SWOT
Dimensional ETF Trust
ETF Overview
Overview
Dimensional ETF Trust offers a suite of ETFs employing a systematic, value-oriented investment approach, often focusing on factor-based investing (e.g., size, value, profitability). They aim to provide long-term capital appreciation with an emphasis on broad diversification.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its academic, research-driven approach and commitment to systematic investing.
Management Expertise
DFA's management team comprises experienced investment professionals with deep expertise in quantitative finance and portfolio management.
Investment Objective
Goal
To provide long-term capital appreciation while managing risk through diversification and a systematic investment approach.
Investment Approach and Strategy
Strategy: Dimensional ETFs do not generally track specific indexes in the traditional sense. Instead, they use a rules-based approach based on factors like size, value, and profitability to select and weight securities.
Composition The ETFs typically hold a diversified portfolio of stocks and, less frequently, bonds. Specific holdings vary depending on the individual ETF's focus.
Market Position
Market Share: Dimensional ETF Trust's market share varies across its different ETF offerings and respective sectors.
Total Net Assets (AUM): Varies significantly across individual Dimensional ETFs. Overall, Dimensional ETF Trust's total AUM is substantial but distributed across many ETFs.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- VOO
- SCHX
- IJR
Competitive Landscape
The ETF market is highly competitive, with many providers offering similar products. DFA differentiates itself through its systematic investment approach and focus on factor-based investing. This strategy can provide advantages in certain market conditions, but may underperform during periods where other strategies are favored. DFA's higher expense ratios compared to some index trackers can be a disadvantage.
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific Dimensional ETF and time period. Data not available for all products.
Benchmark Comparison: Performance compared to relevant benchmarks also varies based on the specific Dimensional ETF. The effectiveness of the strategy must be assessed for each fund individually.
Expense Ratio: Expense ratios vary across Dimensional ETFs, generally ranging from 0.10% to 0.45%.
Liquidity
Average Trading Volume
Average trading volume varies by ETF, with larger, more established funds generally exhibiting higher liquidity.
Bid-Ask Spread
Bid-ask spreads generally reflect the liquidity of each individual Dimensional ETF and is generally low for the most liquid funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market conditions all influence the performance of Dimensional ETFs depending on their asset allocation.
Growth Trajectory
Dimensional ETFs' growth depends on their ability to attract assets, which is driven by their investment performance and marketing efforts.
Moat and Competitive Advantages
Competitive Edge
Dimensional ETF Trust's competitive edge lies in its distinct systematic investment approach based on decades of research on market factors. Their commitment to implementing academically-backed investment strategies sets them apart. The rules-based approach aims to capture premiums associated with factors like size, value, and profitability. The advantages in certain market conditions result in delivering consistent risk-adjusted returns over the long term while employing broad diversification.
Risk Analysis
Volatility
Volatility varies depending on the specific Dimensional ETF and the asset classes it holds. Equity-focused ETFs will generally exhibit higher volatility than bond-focused ETFs.
Market Risk
Specific risks are tied to the underlying assets, which can be affected by overall market volatility, sector-specific risks, and macroeconomic factors.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon, seeking capital appreciation, and comfortable with a systematic, factor-based approach.
Market Risk
Dimensional ETFs are generally suitable for long-term investors seeking a diversified, rules-based investment strategy.
Summary
Dimensional ETF Trust offers a diversified set of ETFs that follow a systematic, factor-based investing approach developed by Dimensional Fund Advisors. Their strategies emphasize broad diversification and the capture of premiums associated with factors like size, value, and profitability. DFA's investment philosophy is based on extensive academic research, aiming to deliver long-term capital appreciation. While their approach can provide advantages in certain market conditions, DFA's higher expense ratios compared to some passive index funds may be a consideration for cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
- etfdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.

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