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Dimensional ETF Trust (DFNM)DFNM
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Upturn Advisory Summary
09/18/2024: DFNM (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: 3.77% | Upturn Advisory Performance  2 | Avg. Invested days: 37 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 3.77% | Avg. Invested days: 37 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 74933 | Beta - |
52 Weeks Range 45.02 - 48.55 | Updated Date 09/19/2024 |
52 Weeks Range 45.02 - 48.55 | Updated Date 09/19/2024 |
AI Summarization
Dimensional ETF Trust Overview
Profile:
Dimensional ETF Trust offers a diverse range of ETFs with various investment strategies focusing on achieving market returns through a blend of asset allocation and fundamental indexing.
Objective:
The primary investment goal of Dimensional ETF Trust is to provide investors access to diversified portfolios that seek to track the performance of specific stock and bond markets while incorporating Dimensional's insights on market efficiency.
Issuer:
Dimensional Fund Advisors (DFA) is the issuer of Dimensional ETF Trust.
Reputation and Reliability:
DFA is a well-respected and established investment firm with over 40 years of experience in the financial industry. They are known for their rigorous research and quantitative approach to investing.
Management:
The management team at DFA consists of experienced professionals with expertise in quantitative analysis, portfolio construction, and index design.
Market Share:
Dimensional ETF Trust holds a significant market share in the quantitative and factor-based investing space.
Total Net Assets:
As of November 2023, Dimensional ETF Trust has over $400 billion in total net assets.
Moat:
Dimensional ETF Trust's competitive advantage lies in its unique investment approach, which utilizes proprietary quantitative models to identify and capture return premiums across various asset classes. Additionally, the firm's scale and established track record create a strong moat.
Financial Performance:
Dimensional ETF Trust has historically delivered strong performance relative to its benchmark indexes. However, past performance is not a guarantee of future results.
Benchmark Comparison:
The ETFs consistently outperform their respective benchmarks, demonstrating the effectiveness of Dimensional's investment approach.
Growth Trajectory:
Dimensional ETF Trust has experienced steady growth in recent years, reflecting increasing investor demand for factor-based investing strategies.
Liquidity:
The ETFs have high average trading volumes and tight bid-ask spreads, ensuring easy entry and exit for investors.
Market Dynamics:
The increasing popularity of factor investing and the growing demand for low-cost investment options present positive market dynamics for Dimensional ETF Trust.
Competitors:
iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), and iShares Core US Aggregate Bond ETF (AGG) are key competitors.
Expense Ratio:
The expense ratios for Dimensional ETFs are typically below average, making them attractive options for cost-conscious investors.
Investment Approach and Strategy:
Dimensional ETFs employ a combination of fundamental indexing and quantitative analysis to identify and invest in undervalued securities. The ETFs hold diversified portfolios across various asset classes.
Key Points:
- Strong track record of outperforming benchmarks
- Quantitative approach based on rigorous research
- Experienced and respected management team
- Competitive expense ratios
- High liquidity
Risks:
- Volatility associated with the underlying asset classes
- Market downturns can impact performance
- Strategy may not outperform in all market environments
Who Should Consider Investing:
- Investors seeking long-term capital appreciation
- Investors who prefer a quantitative and factor-based approach
- Investors looking for low-cost investment options
Fundamental Rating Based on AI:
8.5/10
Dimensional ETF Trust receives a high rating based on its strong financial performance, experienced management team, and robust investment approach. The firm's quantitative models and focus on factor investing provide a distinct advantage in the market.
Resources:
- Dimensional 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 professional 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
Under normal market conditions, the Portfolio will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The Portfolio will generally maintain a weighted average duration of no more than one half year greater, and no less than one year below, the average duration of the S&P Intermediate Term National AMT-Free Municipal Bond Index.
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