Dimensional Core Equity Etf Performance
| DFAC Etf | USD 33.96 0.65 1.95% |
The etf shows a Beta (market volatility) of 0.89, which means possible diversification benefits within a given portfolio. Dimensional Core returns are very sensitive to returns on the market. As the market goes up or down, Dimensional Core is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dimensional Core Equity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Dimensional Core is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Dimensional U.S. Core Equity 2 ETF is Chico Wealth RIAs Largest Position | 01/28/2025 |
2 | Trust Point Inc. Takes Position in Dimensional U.S. Core Equity 2 ETF | 02/05/2025 |
3 | Dimensional U.S. Core Equity 2 ETF Stock Position Decreased by Root Financial Partners LLC | 02/14/2025 |
4 | TruNorth Capital Management LLC Reduces Position in Dimensional U.S. Core Equity 2 ETF | 02/25/2025 |
5 | Dividend Investing in Canada Trends, Leaders, and ETF Picks - The Globe and Mail | 02/28/2025 |
6 | DFAC Crosses Below Key Moving Average Level - Nasdaq | 03/04/2025 |
7 | Sequoia Financial Advisors LLC Acquires 132,880 Shares of Dimensional U.S. Core Equity 2 ETF | 03/13/2025 |
8 | Jackson Thornton Wealth Management LLC Raises Holdings in Dimensional U.S. Core Equity 2 ETF | 03/24/2025 |
| In Threey Sharp Ratio | 0.40 |
Dimensional |
Dimensional Core Relative Risk vs. Return Landscape
If you would invest 3,533 in Dimensional Core Equity on December 25, 2024 and sell it today you would lose (137.00) from holding Dimensional Core Equity or give up 3.88% of portfolio value over 90 days. Dimensional Core Equity is currently does not generate positive expected returns and assumes 0.966% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% 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 Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional Core Equity, and traders can use it to determine the average amount a Dimensional Core'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 = -0.0646
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFAC |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dimensional Core 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 Core by adding Dimensional Core to a well-diversified portfolio.
Dimensional Core Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional Core, and Dimensional Core 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 | 15.42 B | |||
About Dimensional Core Performance
By analyzing Dimensional Core's fundamental ratios, stakeholders can gain valuable insights into Dimensional Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Dimensional Core has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dimensional Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund is designed to purchase a broad and diverse group of securities of U.S. companies. Dimensional is traded on NYSEARCA Exchange in the United States.| Dimensional Core generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Jackson Thornton Wealth Management LLC Raises Holdings in Dimensional U.S. Core Equity 2 ETF | |
| The fund retains 99.99% 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 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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.