Dimensional Equity Etf Profile
| DFUS Etf | USD 65.85 0.37 0.57% |
Performance16 of 100
| Odds Of DistressLess than 9
|
Dimensional Equity is selling for under 65.85 as of the 30th of November 2024; that is 0.57 percent increase since the beginning of the trading day. The etf's lowest day price was 65.56. Dimensional Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a solid 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 1st of September 2024 and ending today, the 30th 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
Dimensional Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Large Blend, Dimensional Fund Advisors (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 2001-09-25 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.59 Billion |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| 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, Joel P. Schneider, Lukas J. Smart |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2,503 |
| Market Maker | Virtu Financial |
| Total Expense | 0.11 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 27.99 |
| Name | Dimensional U.S. Equity ETF |
| Currency Code | USD |
| Open Figi | BBG011DXXMP7 |
| In Threey Volatility | 17.59 |
| 1y Volatility | 10.21 |
| 200 Day M A | 59.0462 |
| 50 Day M A | 63.1912 |
| Code | DFUS |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
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 Strategy ETFs. Dimensional Equity ETF currently have 5.47 B in assets under management (AUM). , while the total return for the last 3 years was 11.1%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Dimensional Equity Top Holders
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock Blend |
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.
| Risk Adjusted Performance | 0.1276 | |||
| Jensen Alpha | 0.0085 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0) |
Dimensional Equity Against Markets
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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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.