Dimensional Etf Trust Etf Performance
| DFSV Etf | USD 29.03 0.59 2.07% |
The etf shows a Beta (market volatility) of 0.94, which means possible diversification benefits within a given portfolio. Dimensional ETF returns are very sensitive to returns on the market. As the market goes up or down, Dimensional ETF is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dimensional ETF Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Etf's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the fund sophisticated investors. ...more
1 | Long Term Investment Analysis - Stock Traders Daily | 01/14/2025 |
2 | Heirloom Wealth Management Trims Stock Holdings in Dimensional US Small Cap Value ETF | 01/27/2025 |
3 | Dimensional US Small Cap Value ETF is Private Wealth Management Group LLCs 4th Largest Position | 02/06/2025 |
4 | Dimensional US Small Cap Value ETF Position Increased by Hemington Wealth Management | 02/13/2025 |
5 | Financial Harvest LLC Purchases New Position in Dimensional US Small Cap Value ETF | 02/21/2025 |
6 | Dimensional US Small Cap Value ETF is Physician Wealth Solutions Inc.s 5th Largest Position | 03/04/2025 |
7 | Dimensional US Small Cap Value ETF Sets New 52-Week Low Heres Why | 03/14/2025 |
| In Threey Sharp Ratio | 0.21 |
Dimensional |
Dimensional ETF Relative Risk vs. Return Landscape
If you would invest 3,091 in Dimensional ETF Trust on December 24, 2024 and sell it today you would lose (247.00) from holding Dimensional ETF Trust or give up 7.99% of portfolio value over 90 days. Dimensional ETF Trust is currently does not generate positive expected returns and assumes 1.0523% 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 ETF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional ETF Trust, and traders can use it to determine the average amount a Dimensional ETF'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 = -0.1266
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFSV |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dimensional ETF 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 ETF by adding Dimensional ETF to a well-diversified portfolio.
Dimensional ETF Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional ETF, and Dimensional ETF 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 | 689 M | |||
About Dimensional ETF Performance
Evaluating Dimensional ETF's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dimensional ETF 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 ETF has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The portfolio, using a market capitalization weighted approach, is designed to purchase a broad and diverse group of the readily marketable securities of U.S. small cap companies that the Advisor determines to be value stocks. Dimensional is traded on NYSEARCA Exchange in the United States.| Dimensional ETF generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Long Term Investment Analysis - Stock Traders Daily | |
| 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 ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Dimensional ETF Trust 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 ETF's value that differs from its market value or its book value, called intrinsic value, which is Dimensional ETF'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 ETF's market value can be influenced by many factors that don't directly affect Dimensional ETF'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 ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional ETF'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.