Dimensional Marketwide Value Etf Profile
| DFUV Etf | USD 44.06 0.46 1.06% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Dimensional Marketwide is selling for under 44.06 as of the 24th of November 2024; that is 1.06 percent increase since the beginning of the trading day. The etf's lowest day price was 43.69. Dimensional Marketwide has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Dimensional Marketwide Value 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.
The US Marketwide Value ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. Dimensional is traded on NYSEARCA Exchange in the United States. More on Dimensional Marketwide Value
Moving together with Dimensional Etf
| 0.95 | VTV | Vanguard Value Index | PairCorr |
| 0.97 | VYM | Vanguard High Dividend | PairCorr |
| 0.98 | IWD | iShares Russell 1000 | PairCorr |
| 0.94 | DGRO | iShares Core Dividend | PairCorr |
| 0.97 | IVE | iShares SP 500 | PairCorr |
| 0.94 | DVY | iShares Select Dividend | PairCorr |
Moving against Dimensional Etf
Dimensional Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Large Value, Dimensional Fund Advisors (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 1998-12-16 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 11.85 Billion |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citi Fund Services Ohio, Inc. |
| Advisor | Dimensional Fund Advisors LP |
| Custodian | Citibank, N.A. |
| Distributor | DFA Securities LLC |
| Portfolio Manager | Jed S. Fogdall, John A. Hertzer, Joseph F. Hohn, Mary T. Phillips |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,330 |
| Market Maker | Virtu Financial |
| Total Expense | 0.23 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 19.86 |
| Name | Dimensional US Marketwide Value ETF |
| Currency Code | USD |
| Open Figi | BBG0177CTPJ2 |
| In Threey Volatility | 17.92 |
| 1y Volatility | 13.08 |
| 200 Day M A | 40.2916 |
| 50 Day M A | 42.097 |
| Code | DFUV |
| Updated At | 23rd of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.21 |
| Type | ETF |
Dimensional Marketwide Value [DFUV] is traded in USA and was established 1998-12-16. The fund is listed under Large Value category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Broad Equity ETFs. Dimensional Marketwide currently have 7 B in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
Check Dimensional Marketwide 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 Marketwide Value 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 Marketwide Value Etf Constituents
| LH | Laboratory of | Stock | Health Care | |
| CERT | Certara | Stock | Health Care | |
| NEU | NewMarket | Stock | Materials | |
| HAS | Hasbro Inc | Stock | Consumer Discretionary | |
| NAVI | Navient Corp | Stock | Financials | |
| HRL | Hormel Foods | Stock | Consumer Staples | |
| ATEN | A10 Network | Stock | Information Technology | |
| MTH | Meritage | Stock | Consumer Discretionary |
Dimensional Marketwide 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 Marketwide. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1163 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0053 |
Dimensional Marketwide Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Marketwide Value. 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Dimensional Marketwide 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 Marketwide's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Marketwide'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 Marketwide's market value can be influenced by many factors that don't directly affect Dimensional Marketwide'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 Marketwide's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Marketwide is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Marketwide'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.