Dimensional Core Equity Etf Profile
| DFAU Etf | USD 41.81 0.13 0.31% |
Performance12 of 100
| Odds Of DistressLess than 9
|
Dimensional Core is selling for under 41.81 as of the 28th of November 2024; that is 0.31 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 41.71. Dimensional Core has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Dimensional Core Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund will invest 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. Dimensional is traded on NYSEARCA Exchange in the United States. More on Dimensional Core Equity
Moving together with Dimensional Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.94 | VIG | Vanguard Dividend | PairCorr |
| 1.0 | VV | Vanguard Large Cap | PairCorr |
| 0.98 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against 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 ETF Trust |
| Inception Date | 2020-11-17 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 7.02 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, Joseph F. Hohn, Lukas J. Smart |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2,388 |
| Market Maker | Virtu Financial |
| Total Expense | 0.12 |
| Management Fee | 0.12 |
| Country Name | USA |
| Returns Y T D | 27.11 |
| Name | Dimensional US Core Equity Market ETF |
| Currency Code | USD |
| Open Figi | BBG00Y2JFZG0 |
| In Threey Volatility | 17.31 |
| 1y Volatility | 11.59 |
| 200 Day M A | 37.6292 |
| 50 Day M A | 40.1818 |
| Code | DFAU |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.33 |
| Type | ETF |
Dimensional Core Equity [DFAU] is traded in USA and was established 2020-11-17. 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 Core Equity currently have 2.24 B in assets under management (AUM). , while the total return for the last 3 years was 10.8%.
Check Dimensional Core 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 Core Equity 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 Core Equity 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 | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Dimensional Core Equity 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 Core. 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 | 0.1199 | |||
| Jensen Alpha | 0.0046 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.01) |
Dimensional Core Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Core Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of Dimensional Core Equity 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 Core's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Core'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 Core's market value can be influenced by many factors that don't directly affect Dimensional Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Core'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.