Dimensional Equity Etf Profile
| DFUS Etf | USD 55.56 0.20 0.36% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Dimensional Equity is selling for under 55.56 as of the 30th of April 2024; that is 0.36 percent up since the beginning of the trading day. The etf's lowest day price was 55.25. Dimensional Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a ok 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 March 2024 and ending today, the 30th of April 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
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 0.96 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.9 | VIG | Vanguard Dividend | PairCorr |
| 0.96 | VV | Vanguard Large Cap | PairCorr |
| 0.94 | RSP | Invesco SP 500 | PairCorr |
| 1.0 | IWB | iShares Russell 1000 | PairCorr |
Moving against Dimensional Etf
| 0.55 | HUM | Humana Inc Financial Report 7th of August 2024 | PairCorr |
Dimensional Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dimensional Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dimensional Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Strategy 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 | 8.73 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 | 2,545 |
| Market Maker | Virtu Financial |
| Total Expense | 0.11 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 7.04 |
| Name | Dimensional U.S. Equity ETF |
| Currency Code | USD |
| Open Figi | BBG011DXXMP7 |
| In Threey Volatility | 17.7 |
| 1y Volatility | 14.17 |
| 200 Day M A | 50.8651 |
| 50 Day M A | 55.6096 |
| Code | DFUS |
| Updated At | 29th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.51 |
| 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 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 7.7%.
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 |
| FB | Meta Platforms | Stock | Internet Content & Information |
| 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 |
Dimensional Equity Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of Dimensional Equity jumping above the current price in 90 days from now is about 33.8%. The Dimensional Equity ETF probability density function shows the probability of Dimensional Equity etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0562 suggesting Dimensional Equity ETF market returns are related to returns on the market. As the market goes up or down, Dimensional Equity is expected to follow. Additionally, dimensional Equity ETF has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Dimensional Equity to move above the current price in 90 days from now is about 33.8 (This Dimensional Equity ETF probability density function shows the probability of Dimensional Etf to fall within a particular range of prices over 90 days) .
Dimensional Equity Top Holders
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock Blend |
Dimensional Equity ETF Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dimensional Equity market risk premium is the additional return an investor will receive from holding Dimensional Equity long position in a well-diversified portfolio. 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. Although Dimensional Equity's alpha and beta are two of the key measurements used to evaluate Dimensional Equity's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0667 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.01) |
Dimensional Equity Against Markets
Picking the right benchmark for Dimensional Equity etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dimensional Equity etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dimensional Equity is critical whether you are bullish or bearish towards Dimensional Equity ETF at a given time. Please also check how Dimensional Equity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dimensional Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dimensional Etf?
Before investing in Dimensional Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dimensional Equity. To buy Dimensional Equity etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dimensional Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dimensional Equity etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dimensional Equity ETF etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dimensional Equity ETF etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Dimensional Equity ETF, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Dimensional Etf please use our How to Invest in Dimensional Equity guide.
Already Invested in Dimensional Equity ETF?
The danger of trading Dimensional Equity ETF is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dimensional Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dimensional Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dimensional Equity ETF is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Global Correlations module to find global opportunities by holding instruments from different 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.