Dimensional Equity Etf Performance
| DFUS Etf | USD 60.87 1.26 2.11% |
The etf shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. Dimensional Equity returns are very sensitive to returns on the market. As the market goes up or down, Dimensional Equity is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dimensional Equity ETF has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Etf's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | Foster Group Inc. Has 65.36 Million Stock Holdings in Dimensional U.S. Equity ETF | 01/29/2025 |
2 | Choreo LLC Reduces Holdings in Dimensional U.S. Equity ETF | 02/05/2025 |
3 | Towneley Capital Management Inc DE Sells 2,096 Shares of Dimensional U.S. Equity ETF | 02/11/2025 |
4 | Dimensional U.S. Equity ETF Shares Sold by J.W. Cole Advisors Inc. | 02/19/2025 |
5 | Global Retirement Partners LLC Decreases Position in Dimensional U.S. Equity ETF | 02/24/2025 |
| In Threey Sharp Ratio | 0.50 |
Dimensional |
Dimensional Equity Relative Risk vs. Return Landscape
If you would invest 6,565 in Dimensional Equity ETF on December 17, 2024 and sell it today you would lose (478.00) from holding Dimensional Equity ETF or give up 7.28% of portfolio value over 90 days. Dimensional Equity ETF is currently does not generate positive expected returns and assumes 1.0694% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than Dimensional, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Dimensional Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional Equity ETF, and traders can use it to determine the average amount a Dimensional Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1125
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFUS |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dimensional Equity is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dimensional Equity by adding Dimensional Equity to a well-diversified portfolio.
Dimensional Equity Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional Equity, and Dimensional Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dimensional Etf performance.
| Total Asset | 5.47 B | |||
About Dimensional Equity Performance
Assessing Dimensional Equity's fundamental ratios provides investors with valuable insights into Dimensional Equity's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional Equity is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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.| Dimensional Equity generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Global Retirement Partners LLC Decreases Position in Dimensional U.S. Equity ETF | |
| The fund retains all of its assets under management (AUM) in equities |
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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple 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.