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Upturn AI SWOT - About
Dimensional Global ex US Core Fixed Income ETF (DFGX)
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Upturn Advisory Summary
04/01/2025: DFGX (1-star) is currently NOT-A-BUY. Pass it for now.
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 -3.24% | Avg. Invested days 28 | Today’s Advisory PASS |
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) 96262 | Beta - | 52 Weeks Range 49.85 - 53.14 | Updated Date 04/1/2025 |
52 Weeks Range 49.85 - 53.14 | Updated Date 04/1/2025 |
Upturn AI SWOT
Dimensional Global ex US Core Fixed Income ETF
ETF Overview
Overview
The Dimensional Global ex US Core Fixed Income ETF (DFGX) seeks to provide broad diversification across global ex-US investment-grade fixed income securities, employing a systematic, value-oriented approach.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded firm known for its systematic, research-driven investment approach and low-cost ETF offerings.
Management Expertise
DFA's management team possesses significant experience in quantitative investing and fixed income markets, leveraging a disciplined approach.
Investment Objective
Goal
To maximize long-term total returns consistent with prudent investment management by investing in a broad portfolio of global ex-US investment-grade fixed income securities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but instead uses a systematic, value-oriented strategy to select and weight securities.
Composition The ETF primarily holds investment-grade bonds issued by governments, corporations, and other entities outside the United States.
Market Position
Market Share: DFGX's market share varies and is not readily available as a standalone figure but is a smaller ETF compared to industry giants.
Total Net Assets (AUM): 176990000
Competitors
Key Competitors
- VGXFX
- BNDX
- IXUS
Competitive Landscape
The global ex-US fixed income ETF market is competitive, dominated by larger, established ETFs like BNDX. DFGX's advantage lies in its systematic, value-oriented investment strategy, while its disadvantage is its smaller size and lower trading volume compared to competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires analysis against relevant fixed income indexes, which should be done with current data.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
The average daily trading volume for DFGX is relatively low, potentially impacting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread for DFGX can vary depending on market conditions but is generally wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rate movements, and credit spreads in international bond markets influence DFGX's performance.
Growth Trajectory
DFGX's growth depends on investor demand for diversified global ex-US fixed income exposure and its ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
DFGX leverages Dimensional's systematic, value-oriented investment approach, potentially leading to superior risk-adjusted returns over the long term. The ETF's focus on investment-grade bonds provides a degree of safety. The low expense ratio of 0.11% is an advantage compared to actively managed funds. DFA's reputation for research-driven investing is also a strength. The ETF is positioned for investors seeking diversification in global fixed income.
Risk Analysis
Volatility
DFGX's volatility is typical for investment-grade fixed income ETFs, influenced by interest rate and credit spread movements.
Market Risk
DFGX is subject to interest rate risk, credit risk, and currency risk due to its international bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversification in global ex-US investment-grade fixed income.
Market Risk
DFGX is suitable for long-term investors and passive index followers looking to complement their existing bond portfolio with international exposure.
Summary
DFGX offers a diversified approach to global ex-US investment-grade fixed income, leveraging Dimensional's systematic strategy. Its low expense ratio and focus on investment-grade bonds make it an attractive option for long-term investors seeking international fixed income exposure. However, its relatively low trading volume and potential currency risk should be considered. Overall, the ETF provides a solid and low-cost way to diversify beyond domestic fixed income.
Similar Companies
BNDX
Vanguard Total International Bond Index Fund ETF Shares
BNDX
Vanguard Total International Bond Index Fund ETF Shares
BWX
SPDR® Bloomberg International Treasury Bond ETF
BWX
SPDR® Bloomberg International Treasury Bond ETF
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Global ex US Core Fixed Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks its investment objective by investing primarily in a universe of non-U.S. dollar-denominated foreign and U.S. debt securities. The portfolio manager will purchase fixed income securities that mature within twenty years from the date of settlement. The portfolio manager intends to invest its assets to gain exposure to at least three different countries, excluding the United States.
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