Dimensional Small Cap Etf Fundamentals
| DFAS Etf | USD 69.99 1.21 1.76% |
Dimensional Small Cap fundamentals help investors to digest information that contributes to Dimensional Small's financial success or failures. It also enables traders to predict the movement of Dimensional Etf. The fundamental analysis module provides a way to measure Dimensional Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dimensional Small etf.
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Dimensional Small Cap ETF Beta Analysis
Dimensional Small's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Dimensional Small Beta | 1.05 |
Most of Dimensional Small's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dimensional Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Dimensional Small Cap has a Beta of 1.05. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Small Blend category. The beta for all United States etfs is notably lower than that of the firm.
Dimensional Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dimensional Small's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Dimensional Small could also be used in its relative valuation, which is a method of valuing Dimensional Small by comparing valuation metrics of similar companies.Dimensional Small is currently under evaluation in beta as compared to similar ETFs.
Fund Asset Allocation for Dimensional Small
The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Dimensional Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dimensional Small returns are very sensitive to returns on the market. As the market goes up or down, Dimensional Small is expected to follow.
Dimensional Fundamentals
| Beta | 1.05 | |||
| Total Asset | 4.05 B | |||
| One Year Return | 30.40 % | |||
| Three Year Return | 5.10 % | |||
| Five Year Return | 12.10 % | |||
| Ten Year Return | 9.30 % | |||
| Net Asset | 4.05 B | |||
| Equity Positions Weight | 99.97 % |
About Dimensional Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dimensional Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dimensional Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dimensional Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund, using a market capitalization weighted approach, is designed to generally purchase a broad and diverse group of securities of U.S. small cap companies. Dimensional is traded on NYSEARCA Exchange in the United States.
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Check out Dimensional Small Piotroski F Score and Dimensional Small Altman Z Score analysis. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of Dimensional Small Cap 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 Small's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Small'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 Small's market value can be influenced by many factors that don't directly affect Dimensional Small'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 Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Small'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.