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Upturn AI SWOT - About
Dimensional Global Credit ETF (DGCB)
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Upturn Advisory Summary
08/14/2025: DGCB (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 3.17% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 50.60 - 54.15 | Updated Date 06/30/2025 |
52 Weeks Range 50.60 - 54.15 | Updated Date 06/30/2025 |
Upturn AI SWOT
Dimensional Global Credit ETF
ETF Overview
Overview
The Dimensional Global Credit ETF seeks to provide long-term capital appreciation by investing in a broad and diverse portfolio of global investment-grade and high-yield corporate bonds.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, factor-based approach to investing.
Management Expertise
DFA has a deep bench of experienced portfolio managers and researchers with expertise in fixed income markets.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in global credit markets.
Investment Approach and Strategy
Strategy: The ETF employs a systematic, value-oriented approach to credit investing, focusing on securities with attractive risk-adjusted returns.
Composition Primarily invests in investment-grade and high-yield corporate bonds from issuers around the world.
Market Position
Market Share: Unable to calculate market share without total market data; specific figure cannot be provided.
Total Net Assets (AUM): Data not publicly available.
Competitors
Key Competitors
- AGG
- LQD
- HYG
- JNK
Competitive Landscape
The ETF industry is highly competitive, with numerous established players. Dimensional's strength lies in its factor-based approach and low expense ratio, potentially offering a cost-effective advantage. However, the ETF's relatively new status means it has to compete with established, liquid fixed income ETFs. Its advantage lies in DFA's methodology, but disadvantages include lower trading volume compared to some competitors.
Financial Performance
Historical Performance: Historical performance data is not available. As a newer ETF, limited historical data exists.
Benchmark Comparison: Benchmark comparison data is unavailable. As a newer ETF, limited comparison can be made.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
Trading volume is relatively moderate but increasing as the ETF gains traction.
Bid-Ask Spread
The bid-ask spread is competitive, reflecting efficient trading and market participation.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and global economic conditions influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the demand for global credit exposure and DFA's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
Dimensional's factor-based approach seeks to identify undervalued credit securities, providing a potential source of outperformance. Their systematic investment process and experienced management team offer a strong foundation. DFA's research-driven approach differentiates it from passive index trackers. The ETF aims to deliver superior risk-adjusted returns through its disciplined and cost-effective investment strategy.
Risk Analysis
Volatility
Volatility depends on overall market conditions and the risk profile of the underlying credit securities.
Market Risk
Credit risk, interest rate risk, and currency risk are key considerations for investors in this ETF.
Investor Profile
Ideal Investor Profile
This ETF is suitable for investors seeking broad exposure to global credit markets with a focus on long-term capital appreciation. It can be used for both diversified portfolios and high-yield portfolios.
Market Risk
Suitable for long-term investors who understand the risks of credit investing and seek a diversified, factor-based approach.
Summary
The Dimensional Global Credit ETF offers a diversified exposure to global credit markets. It is managed by Dimensional Fund Advisors, a reputable firm known for its systematic investment approach. The ETF aims to generate long-term capital appreciation through a value-oriented strategy. Investors should consider their risk tolerance and investment goals before investing in this ETF. The relatively low expense ratio makes it an attractive option for cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Market share data may be limited or unavailable.
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 Global Credit ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to maximize total returns primarily from a universe of U.S. and foreign corporate debt securities that mature within twenty years from the date of settlement. The Portfolio generally emphasizes investments in debt securities rated A+ to BBB- by S&P or Fitch or A1 to Baa3 by Moody"s. The Portfolio may also invest in higher-rated investment grade securities and/or below-investment grade securities depending on the expected credit premium.
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