Dimensional Equity Etf Profile

DFUS Etf  USD 65.17  0.33  0.51%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Dimensional Equity is selling for under 65.17 as of the 24th of November 2024; that is 0.51 percent increase since the beginning of the trading day. The etf's lowest day price was 64.85. Dimensional Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Dimensional Equity ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2023 and ending today, the 24th of November 2024. Click here to learn more.
As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States. More on Dimensional Equity ETF

Moving together with Dimensional Etf

  1.0VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500 Aggressive PushPairCorr
  1.0IVV iShares Core SPPairCorr
  0.93VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr
  0.97RSP Invesco SP 500PairCorr

Moving against Dimensional Etf

  0.86YCL ProShares Ultra YenPairCorr
  0.86VIIX VIIXPairCorr
  0.84FXY Invesco CurrencySharesPairCorr
  0.83ULE ProShares Ultra EuroPairCorr

Dimensional Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Strategy ETFs, Large Blend, Dimensional Fund Advisors (View all Sectors)
IssuerDimensional Fund Advisors
Inception Date2001-09-25
Entity TypeRegulated Investment Company
Asset Under Management12.46 Billion
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCiti Fund Services Ohio, Inc.
AdvisorDimensional Fund Advisors LP
CustodianCitibank, N.A.
DistributorDFA Securities LLC
Portfolio ManagerJed S. Fogdall, Joel P. Schneider, Lukas J. Smart
Transfer AgentCitibank, N.A.
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents2,504
Market MakerVirtu Financial
Total Expense0.11
Management Fee0.08
Country NameUSA
Returns Y T D26.67
NameDimensional U.S. Equity ETF
Currency CodeUSD
Open FigiBBG011DXXMP7
In Threey Volatility17.31
1y Volatility11.62
200 Day M A58.8226
50 Day M A62.819
CodeDFUS
Updated At23rd of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.33
TypeETF
Dimensional Equity ETF [DFUS] is traded in USA and was established 2001-09-25. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Broad Equity ETFs. Dimensional Equity ETF currently have 5.47 B in assets under management (AUM). , while the total return for the last 3 years was 9.8%.
Check Dimensional Equity Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional Equity ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dimensional Equity ETF Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
TSLATesla IncStockConsumer Discretionary
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Dimensional Equity Top Holders

SPGTXSymmetry Panoramic TaxMutual FundWorld Large-Stock Blend
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Dimensional Equity ETF Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Dimensional Equity Against Markets

When determining whether Dimensional Equity ETF is a strong investment it is important to analyze Dimensional Equity's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Dimensional Equity's future performance. For an informed investment choice regarding Dimensional Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Equity ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Dimensional Equity ETF is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional Equity's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional Equity's market value can be influenced by many factors that don't directly affect Dimensional Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.