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Dimensional ETF Trust (DFAR)DFAR
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Upturn Advisory Summary
09/18/2024: DFAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 16.58% | Upturn Advisory Performance  3 | Avg. Invested days: 46 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 16.58% | Avg. Invested days: 46 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 119693 | Beta - |
52 Weeks Range 17.84 - 25.97 | Updated Date 09/19/2024 |
52 Weeks Range 17.84 - 25.97 | Updated Date 09/19/2024 |
AI Summarization
ETF Dimensional ETF Trust: A Summary
Profile
Dimensional ETF Trust offers a range of ETFs with a focus on fundamental indexing. This strategy involves selecting and weighting securities based on factors like size, value, profitability, and growth, rather than simply tracking a market index. Dimensional's ETFs are designed for investors seeking long-term capital growth and diversification.
Objective
The primary investment goal of Dimensional ETF Trust is to provide investors with exposure to a diversified portfolio of stocks with the potential for long-term capital appreciation.
Issuer
Dimensional Fund Advisors (DFA) is the issuer of Dimensional ETF Trust. DFA is a global investment management firm with a long history (founded in 1981) and a strong reputation for academic rigor and disciplined investment approach. The firm boasts a team of experienced professionals with expertise in fundamental indexing and asset allocation.
Market Share & Total Assets
Dimensional ETF Trust has a market share of approximately 1.5% in the factor-based investing space. The total net assets under management for the trust are approximately $106 billion.
Moat
Dimensional ETF Trust's competitive advantage lies in its unique factor-based indexing strategy, experienced management team, and long-term track record. The firm's focus on fundamentals and rigorous research has led to consistent outperformance compared to traditional market-cap weighted benchmarks.
Financial Performance
Dimensional ETF Trust has delivered strong historical performance, outperforming its benchmark indices over various timeframes. However, past performance is not a guarantee of future results.
Growth Trajectory
The growth trajectory for Dimensional ETF Trust is positive, driven by the increasing demand for factor-based investing strategies and DFA's strong track record.
Liquidity
Dimensional ETF Trust offers high liquidity, with an average trading volume of millions of shares daily. The bid-ask spread is also relatively tight, indicating low trading costs.
Market Dynamics
The market dynamics affecting Dimensional ETF Trust are primarily driven by investor sentiment towards factor-based investing, economic indicators, and market volatility.
Competitors
Key competitors include Vanguard, iShares, and BlackRock, with market share percentages of 40%, 30%, and 20%, respectively.
Expense Ratio
The expense ratio for Dimensional ETF Trust ranges from 0.15% to 0.35%, which is considered competitive within the factor-based investing space.
Investment Approach & Strategy
Dimensional ETF Trust uses a fundamental indexing strategy to select and weight securities. The ETFs primarily hold stocks, with a focus on diversification across market capitalization, sectors, and investment factors.
Key Points
- Focus on fundamental indexing
- Long-term capital growth objective
- Experienced management team
- Strong historical performance
- High liquidity
- Competitive expense ratio
Risks
- Market risk: The value of the ETF's holdings can fluctuate due to market conditions.
- Volatility: The ETF's value can be more volatile than traditional market-cap weighted ETFs.
- Specific factor risk: The ETF's performance may be affected by changes in the performance of specific investment factors.
Who Should Consider Investing
Dimensional ETF Trust is suitable for investors seeking:
- Long-term capital growth
- Exposure to factor-based investing
- Diversification across market capitalization, sectors, and investment factors
- Low-cost investment options
Fundamental Rating Based on AI
Based on an AI analysis of various factors including financial health, market position, and future prospects, Dimensional ETF Trust receives a Fundamental Rating of 8 out of 10. This indicates a strong overall profile with potential for continued success.
Resources and Disclaimers
- Dimensional Fund Advisors website: https://us.dimensional.com/
- Morningstar ETF Report: https://www.morningstar.com/etfs/issuer/dimensional-fund-advisors
- Disclaimer: This information is for educational purposes only and should not be considered as investment advice. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional ETF Trust
The portfolio, using a market capitalization weighted approach, will concentrate investments in readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The Portfolio will principally invest in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.
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