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Dimensional ETF Trust - Dimensional Emerging Markets Value ETF (DFEV)
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Upturn Advisory Summary
04/01/2025: DFEV (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 0.26% | Avg. Invested days 50 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 146239 | Beta - | 52 Weeks Range 24.43 - 29.15 | Updated Date 04/1/2025 |
52 Weeks Range 24.43 - 29.15 | Updated Date 04/1/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
ETF Overview
Overview
The Dimensional Emerging Markets Value ETF (DFEV) seeks long-term capital appreciation by investing in a broad portfolio of companies in emerging markets that are considered to be value stocks. It focuses on companies with lower relative prices and strong profitability.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded firm known for its systematic, research-driven approach to investing. It has a long track record of managing value-oriented strategies.
Management Expertise
DFA employs a team of experienced investment professionals and academics who specialize in factor-based investing and emerging markets.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diversified portfolio of emerging market value stocks.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, but rather uses a systematic approach based on value and profitability factors to select and weight stocks.
Composition The ETF primarily holds stocks of companies located in emerging market countries. The specific holdings vary based on the fund's value and profitability criteria.
Market Position
Market Share: Unknown; difficult to ascertain precise market share as it's a subset of the broader emerging markets value category.
Total Net Assets (AUM): 163800000
Competitors
Key Competitors
- iShares MSCI Emerging Markets Value ETF (EVAL)
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)
Competitive Landscape
The emerging markets value ETF industry is competitive, with several large players offering similar strategies. DFEV differentiates itself through its systematic, factor-based approach and emphasis on profitability. DFEV competes through its factor weighting and cost-efficient execution. A potential disadvantage is its relatively small AUM compared to larger competitors, which may impact liquidity.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be retrieved from financial data providers.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume needs to be retrieved from financial data providers to assess liquidity.
Bid-Ask Spread
The bid-ask spread, generally low, needs to be retrieved from financial data providers to understand the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, interest rate policies, currency fluctuations, and geopolitical risks influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the performance of emerging market value stocks and the fund's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
DFEV's competitive edge lies in Dimensional's well-established research-driven investment process, focusing on value and profitability factors within emerging markets. Their systematic approach reduces reliance on subjective manager decisions. The ETF's lower expense ratio compared to some actively managed funds can also be an advantage. This systematic approach and focus on profitability may offer superior risk-adjusted returns over the long term.
Risk Analysis
Volatility
DFEV's volatility is influenced by the volatility of emerging market stocks, which tend to be higher than developed market stocks.
Market Risk
Specific risks include currency risk, political risk, and economic instability in emerging markets, which can impact the performance of the underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation with a higher risk tolerance and a desire to gain exposure to emerging market value stocks.
Market Risk
DFEV is best suited for long-term investors who understand the risks associated with emerging markets and value investing.
Summary
Dimensional Emerging Markets Value ETF (DFEV) offers exposure to a diversified portfolio of emerging market companies with value characteristics. The ETF employs a systematic investment approach based on value and profitability factors. It's suitable for long-term investors with higher risk tolerance who seek capital appreciation from emerging market equities. The fund's performance is influenced by economic conditions, political risks, and currency fluctuations in the emerging markets.
Similar Companies
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
IEMG
iShares Core MSCI Emerging Markets ETF
IEMG
iShares Core MSCI Emerging Markets ETF
SPEM
SPDR® Portfolio Emerging Markets ETF
SPEM
SPDR® Portfolio Emerging Markets ETF
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share information is estimated and subject to change.
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 - Dimensional Emerging Markets Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Portfolio is designed to purchase emerging market equity securities that are deemed by the Advisor to be value stocks at the time of purchase, which may include frontier markets (emerging market countries in an earlier stage of development). As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in emerging markets investments that are defined in the Prospectus as Approved Markets securities. The Portfolio may purchase emerging market equity securities across all market capitalizations.
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