Dfa Global Financial Statements From 2010 to 2024

DFGEX Fund  USD 10.12  0.06  0.60%   
Dfa Global financial statements provide useful quarterly and yearly information to potential Dfa Global Real investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Dfa Global financial statements helps investors assess Dfa Global's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Dfa Global's valuation are summarized below:
Dfa Global Real does not presently have any fundamental signals for analysis.
Check Dfa Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Dfa financial statements analysis is a perfect complement when working with Dfa Global Valuation or Volatility modules.
  
This module can also supplement various Dfa Global Technical models . Check out the analysis of Dfa Global Correlation against competitors.

Dfa Year To Date Return Analysis

Dfa Global's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Dfa Global Year To Date Return

    
  0.49 %  
Most of Dfa Global's fundamental indicators, such as Year To Date Return, 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, Dfa Global Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Dfa Global Year To Date Return Component Assessment

According to the company's disclosures, Dfa Global Real has a Year To Date Return of 0.4869%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Global Real Estate category. The year to date return for all United States funds is notably lower than that of the firm.

Dfa Global Real Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Dfa Global's current stock value. Our valuation model uses many indicators to compare Dfa Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Global competition to find correlations between indicators driving Dfa Global's intrinsic value. More Info.
Dfa Global Real is one of the top funds in one year return among similar funds. It is one of the top funds in five year return among similar funds reporting about  0.19  of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Dfa Global Real is roughly  5.31 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dfa Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dfa Global's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Global's earnings, one of the primary drivers of an investment's value.

About Dfa Global Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Dfa Global income statement, its balance sheet, and the statement of cash flows. Dfa Global investors use historical funamental indicators, such as Dfa Global's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dfa Global investors may use each financial statement separately, they are all related. The changes in Dfa Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dfa Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Dfa Global Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Dfa Global. Please read more on our technical analysis and fundamental analysis pages.
The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Dfa Global in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Dfa Global's short interest history, or implied volatility extrapolated from Dfa Global options trading.

Pair Trading with Dfa Global

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dfa Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dfa Global will appreciate offsetting losses from the drop in the long position's value.

Moving against Dfa Mutual Fund

  0.48DUSLX Dfa - UsPairCorr
  0.47DURPX Us High RelativePairCorr
  0.44DUSQX Us Lg CapPairCorr
The ability to find closely correlated positions to Dfa Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dfa Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dfa Global Real to buy it.
The correlation of Dfa Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dfa Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Global Real moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dfa Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out the analysis of Dfa Global Correlation against competitors.
Note that the Dfa Global Real information on this page should be used as a complementary analysis to other Dfa Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the CEOs Directory module to screen CEOs from public companies around the world.

Complementary Tools for Dfa Mutual Fund analysis

When running Dfa Global's price analysis, check to measure Dfa Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dfa Global is operating at the current time. Most of Dfa Global's value examination focuses on studying past and present price action to predict the probability of Dfa Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dfa Global's price. Additionally, you may evaluate how the addition of Dfa Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dfa Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dfa Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dfa Global'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.