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AI Summary - About
Dimensional ETF Trust (DFCF)
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Upturn Advisory Summary
02/20/2025: DFCF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.59% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 743647 | Beta 1.03 | 52 Weeks Range 39.16 - 42.61 | Updated Date 02/21/2025 |
52 Weeks Range 39.16 - 42.61 | Updated Date 02/21/2025 |
AI Summary
Summary of Dimensional ETF Trust (DFNL)
Profile: Dimensional ETF Trust (DFNL) is a family of actively managed exchange-traded funds (ETFs) offered by Dimensional Fund Advisors. These ETFs focus on capturing market inefficiencies through a quantitative, evidence-based investment approach. The ETFs target various sectors and asset classes, with strategies including size, value, profitability, and momentum investing.
Objective: The primary goal of Dimensional ETF Trust is to deliver superior risk-adjusted returns for investors over the long term. They achieve this by investing in undervalued or under-appreciated stocks based on their proprietary research and models.
Issuer: Dimensional Fund Advisors (DFA) is a leading investment firm specializing in quantitative investing strategies. They have been managing assets for institutional and individual investors since 1981 and have a strong reputation for innovation and academic research.
Market Share: As of October 26, 2023, Dimensional ETF Trust has over $36 billion in assets under management. It holds a significant market share in the actively managed ETF space, particularly among investors seeking quantitative and factor-based strategies.
Financial Performance: Dimensional ETF Trust has historically outperformed its benchmarks over various time periods. Studies and reports have documented their success in generating alpha through their unique approach. However, past performance is not indicative of future results.
Growth Trajectory: Dimensional ETF Trust has experienced steady growth in recent years, reflecting increasing demand for actively managed ETFs and quantitative strategies.
Liquidity: Dimensional ETF Trust has a high average trading volume, ensuring easy buying and selling. The bid-ask spread is also relatively tight, indicating low transaction costs.
Market Dynamics: Factors influencing the ETF market, such as economic trends, interest rates, and investor sentiment, will impact Dimensional ETF Trust. Additionally, the increasing competition within the actively managed ETF space could affect its future performance.
Competitors: Key competitors include iShares, Vanguard, and BlackRock, each offering various actively managed ETFs with different approaches and focuses.
Expense Ratio: The expense ratios for Dimensional ETF Trust vary across its different funds, ranging from 0.35% to 0.59%. These fees are considered competitive within the actively managed ETF category.
Investment Approach: Dimensional ETF Trust employs a quantitative investment methodology, focusing on factors like size, value, profitability, and momentum. The composition of each ETF varies depending on its specific strategy and target market.
Key Points: Dimensional ETF Trust offers actively managed ETFs with a unique quantitative investment approach. They have a proven track record of outperformance, strong management, and competitive fees. However, investors should be aware of the inherent risks associated with active management and the potential impact of market dynamics and competition.
Risks: Volatility in the underlying markets can significantly impact the performance of Dimensional ETF Trust. Additionally, the ETF's reliance on quantitative models and specific factors could lead to underperformance in certain market environments.
Who Should Consider Investing: This ETF is suitable for long-term investors seeking exposure to a quantitative and factor-based investment approach. Investors should have a higher risk tolerance and be comfortable with the potential for short-term volatility.
Fundamental Rating Based on AI: Using an AI-based analysis considering financial health, market position, and future prospects, Dimensional ETF Trust receives a rating of 8.5 out of 10. This score reflects its strong track record, experienced management team, and competitive fees. However, investors should conduct their own due diligence and consider their individual circumstances before investing.
Resources and Disclaimers:
- Dimensional ETF Trust website: https://us.dimensional.com/en-us/etfs/
- ETF.com: https://www.etf.com/Dimensional_ETF_Trust
- Morningstar: https://www.morningstar.com/etfs/dnl/dntx
- Lipper Alpha Center: https://lipperalpha.refinitiv.com/en-us/home
- Please remember that this is not financial advice, and you should always do your own research before making any investment decisions.
About Dimensional ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the Portfolio"s net assets will be invested in fixed income securities considered to be investment grade quality. The Portfolio primarily invests in securities that mature within twenty years from the date of settlement. The Portfolio will generally maintain a weighted average duration of no more than one quarter year greater than, and no less than one year below, the weighted average duration of the Portfolio"s benchmark, the Bloomberg U.S. Aggregate Bond Index.
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