DFEOX Mutual Fund Analysis


USD 28.47  0.34  1.18%   

The small slide in market price for the last few months could raise concerns from investors as the entity is trading at a share price of 28.47 on very low momentum in volume. The fund managers did not add much value to Dfa US investors in August. However, diversifying your holdings with Dfa US Core or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.29. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Dfa US mutual fund analysis report makes it easy to digest most publicly released information about Dfa US and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. DFEOX Mutual Fund analysis module also helps to analyze the Dfa US price relationship with some important fundamental indicators such as market cap and management efficiency.

DFEOX Mutual Fund Analysis Notes

The fund generated returns of 7.0% over the last ten years. Dfa US Core retains 99.14% of assets under management (AUM) in equities. This fund last dividend was 0.1 per share. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a free float adjusted market capitalization weighted portfolio of U.S. operating companies listed on the New York Stock Exchange , NYSE MKT LLC or Nasdaq Global MarketĀ® or such other securities exchanges deemed appropriate by the Advisor. To learn more about Dfa US Core call the company at 888-576-1167.

Dfa US Core Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Dfa US's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa US Core or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Dfa US Core generated a negative expected return over the last 90 days
Dfa US Core is unlikely to experience financial distress in the next 2 years
Latest headline from www.nasdaq.com: Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio - Nasdaq
The fund retains 99.14% of its assets under management (AUM) in equities

Management Efficiency

Dfa US management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

At Risk
BACBank Of America 0.017 (2.37) 
AMZNAmazon Inc 0.0497 (4.76) 
VZVerizon Communications(0.26) (2.73) 
VVisa Inc(0.0365) (2.63) 
TATT Inc(0.23) (2.33) 
PGProcter Gamble 0.0015 (1.93) 
MSFTMicrosoft Corp(0.0255) (3.17) 
MAMastercard(0.0366) (2.80) 
JPMJP Morgan Chase(0.0114) (2.88) 
JNJJohnson Johnson(0.0486) (2.07) 
INTCIntel Corp(0.18) (4.35) 
GOOGLAlphabet Cl A(0.0466) (3.30) 
GOOGAlphabet Cl C(0.0444) (3.47) 
AAPLApple Inc 0.12 (2.30) 
XOMExxon Mobil Corp 0.0307 (3.69) 
PFEPfizer Inc(0.09) (2.35) 
CMCSAComcast Corp A(0.12) (3.37) 
WFCWells Fargo 0.08 (2.63) 

Institutional Mutual Fund Holders for Dfa US

Have you ever been surprised when a price of an equity instrument such as Dfa US is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dfa US Core backward and forwards among themselves. Dfa US's institutional investor refers to the entity that pools money to purchase Dfa US's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
At Risk
DRILXDimensional 2060 Target(0.0044) (1.76) 
DREIXWorld Core Equity 0.0046 (1.80) 
DFPRXDfa Global Allocation 0.06 (0.94) 
DRIWXDimensional 2030 Target(0.06) (1.52) 
DRIJXDimensional 2050 Target 0.0456 (1.47) 
DGEIXDimensional Investment Grp 0.0068 (1.91) 
DRIGXDimensional 2035 Target(0.0113) (1.40) 
TDIFXDimensional Retirement Income 0.0261 (0.73) 
DGERXDfa Global Equity(0.0075) (1.90) 
DRIIXDimensional 2045 Target 0.05 (1.32) 
DRIRXDimensional 2020 Target(0.0478) (1.15) 
DRIUXDimensional 2025 Target(0.0406) (1.29) 
DRIHXDimensional 2040 Target(0.0153) (1.46) 
DFGPXDfa Global Allocation 0.06 (0.58) 
DGSIXDfa Global Allocation 0.06 (0.94) 
DRIQXDimensional 2015 Target 0.0134 (0.89) 
SIMGXSentinel Mid Cap(0.14) (1.87) 
Note, although Dfa US's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 27th of September, Dfa US shows the mean deviation of 1.02. Dfa US Core technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Dfa US Core, which can be compared to its rivals. Please confirm Dfa US Core standard deviation, as well as the relationship between the value at risk and kurtosis to decide if Dfa US Core is priced favorably, providing market reflects its regular price of 28.47 per share.

Dfa US Core Price Movement Analysis

The output start index for this execution was thirty-four with a total number of output elements of twenty-seven. The Weighted Moving Average calculates a weight for each value in Dfa US price series with the more recent values given greater weights.

Dfa US Technical and Predictive Indicators

Dfa US Forecast Models

Dfa US time-series forecasting models is one of many Dfa US's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Dfa US's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About DFEOX Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Dfa US prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling DFEOX shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Dfa US. By using and applying DFEOX Mutual Fund analysis, traders can create a robust methodology for identifying DFEOX entry and exit points for their positions.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Dfa US to your portfolios without increasing risk or reducing expected return.

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