Dimensional Core Equity Etf Performance
| DFAU Etf | USD 38.92 0.02 0.05% |
The etf shows a Beta (market volatility) of -0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dimensional Core are expected to decrease at a much lower rate. During the bear market, Dimensional Core is likely to outperform the market.
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 latest inconsistent 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 | Dimensional US Core Equity Market ETF Position Lifted by FMB Wealth Management | 02/12/2025 |
2 | IFP Advisors Inc Raises Holdings in Dimensional US Core Equity Market ETF | 02/24/2025 |
3 | AWM Capital LLC Sells 2,8 Shares of Dimensional US Core Equity Market ETF | 02/27/2025 |
4 | Smartleaf Asset Management LLC Buys 879 Shares of Dimensional US Core Equity Market ETF | 03/05/2025 |
| In Threey Sharp Ratio | 0.47 |
Dimensional |
Dimensional Core Relative Risk vs. Return Landscape
If you would invest 4,151 in Dimensional Core Equity on December 25, 2024 and sell it today you would lose (259.00) from holding Dimensional Core Equity or give up 6.24% of portfolio value over 90 days. Dimensional Core Equity is currently does not generate positive expected returns and assumes 0.9914% 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 = -0.1052
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFAU |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 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 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 | 2.24 B | |||
About Dimensional Core Performance
Assessing Dimensional Core's fundamental ratios provides investors with valuable insights into Dimensional Core's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional Core 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.
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.| Dimensional Core generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Smartleaf Asset Management LLC Buys 879 Shares of Dimensional US Core Equity Market 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 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 Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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.