Dimensional ETF Trust - Dimensional US Large Cap Value ETF (DFLV)

Overview of ETF Dimensional ETF Trust - Dimensional US Large Cap Value ETF (DFS)

Profile:

Dimensional US Large Cap Value ETF (DFS) is an actively managed exchange-traded fund (ETF) that invests in large-cap U.S. stocks with a value-oriented approach. The fund seeks to achieve long-term capital appreciation by investing in companies that exhibit characteristics typically associated with above-average returns, such as low price-to-book ratios, high profitability, and strong operating cash flow.

Objective:

The primary investment goal of DFS is to outperform the Russell 1000 Value Index over the long term.

Issuer:

Dimensional Fund Advisors (DFA) is the issuer of DFS.

Reputation and Reliability:

DFA is a highly respected investment management firm with a long track record of success in delivering strong investment returns. Founded in 1981, DFA is known for its academic approach to investing and its focus on long-term value investing principles.

Management:

The investment team at DFA consists of experienced professionals with expertise in quantitative analysis and portfolio management.

Market Share:

DFS has a market share of approximately 0.5% in the U.S. large-cap value ETF market.

Total Net Assets:

As of January 31, 2023, DFS has total net assets of approximately $1.5 billion.

Moat:

The main competitive advantage of DFS is its access to DFA's proprietary investment research and methodology. DFA's research team has developed a unique approach to identifying undervalued stocks that has historically generated superior returns.

Financial Performance:

Since its inception in 2003, DFS has outperformed the Russell 1000 Value Index by an average of 1.5% per year.

Benchmark Comparison:

DFS has consistently outperformed the Russell 1000 Value Index over various time periods.

Growth Trajectory:

DFS has experienced steady growth in assets under management over the past few years.

Liquidity:

DFS has an average daily trading volume of approximately 250,000 shares.

Bid-Ask Spread:

The bid-ask spread for DFS is typically less than 0.1%.

Market Dynamics:

The market environment for DFS is influenced by factors such as interest rates, economic growth, and investor sentiment.

Competitors:

Key competitors of DFS include iShares S&P 500 Value ETF (IVE) and Vanguard Value ETF (VTV).

Expense Ratio:

The expense ratio for DFS is 0.35%.

Investment Approach and Strategy:

DFS invests in a diversified portfolio of approximately 150 large-cap value stocks. The fund uses a quantitative screening process to identify stocks with high potential for long-term outperformance.

Key Points:

• Actively managed ETF focused on large-cap value stocks.
• Strong track record of outperformance.
• Low expense ratio.
• Access to DFA's proprietary research and methodology.

Risks:

• The value investing style may underperform growth stocks in certain market environments.
• The stock market is subject to volatility and risk.

Who Should Consider Investing:

DFS is suitable for investors seeking long-term capital appreciation and who believe in the value investing approach.

Fundamental Rating Based on AI:

Based on an AI-based analysis of financial health, market position, and future prospects, DFS receives a fundamental rating of 8 out of 10. The strong track record, experienced management team, and access to DFA's proprietary research methodology contribute to this positive rating.

Resources and Disclaimers:

• Dimensional Fund Advisors website: https://us.dimensional.com/
• ETF Database: https://etfdb.com/

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.