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Upturn AI SWOT - About
Dimensional US Sustainability Core 1 ETF (DFSU)
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Upturn Advisory Summary
04/01/2025: DFSU (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 24.97% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 124596 | Beta - | 52 Weeks Range 31.82 - 39.68 | Updated Date 04/1/2025 |
52 Weeks Range 31.82 - 39.68 | Updated Date 04/1/2025 |
Upturn AI SWOT
Dimensional US Sustainability Core 1 ETF
ETF Overview
Overview
The Dimensional US Sustainability Core 1 ETF (DFSU) aims to provide long-term capital appreciation by investing in a broad and diverse portfolio of U.S. companies that meet Dimensional's sustainability criteria. The fund emphasizes companies with lower carbon emissions and strong environmental, social, and governance (ESG) practices.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, research-driven approach and focus on low-cost investment solutions.
Management Expertise
DFA has a highly experienced management team with a deep understanding of quantitative investment strategies and sustainable investing principles.
Investment Objective
Goal
To provide long-term capital appreciation while considering sustainability factors.
Investment Approach and Strategy
Strategy: The fund uses a market-cap-weighted approach, tilting towards companies with lower carbon emissions and high ESG ratings.
Composition The ETF holds a diversified portfolio of U.S. stocks, primarily large and mid-cap companies.
Market Position
Market Share: The fund's market share within the sustainability-focused U.S. equity ETF category is moderate and growing as it gains traction.
Total Net Assets (AUM): 370000000
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
Competitive Landscape
The sustainable investing ETF market is competitive. DFSU benefits from DFA's reputation for research-driven investing and low costs. However, larger competitors like ESGU and SUSL have greater brand recognition and AUM.
Financial Performance
Historical Performance: The ETF is relatively new, launched in 2021, so long-term historical data is limited. Recent performance is correlated with the broader U.S. equity market.
Benchmark Comparison: The ETF's benchmark is a custom sustainability index, and it aims to outperform that benchmark over the long term.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits moderate average daily trading volume which can fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the liquidity of the underlying holdings, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG investing influence the fund's performance. Regulatory changes related to climate and sustainability reporting also play a role.
Growth Trajectory
The ETF's growth depends on the increasing adoption of sustainable investing practices and its ability to attract assets from both institutional and retail investors. It will likely continue growing in AUM along with the rise in the adoption of ESG strategies.
Moat and Competitive Advantages
Competitive Edge
DFSU benefits from DFA's systematic investment approach and low expense ratio. Its focus on companies with lower carbon emissions and high ESG ratings differentiates it from broader market ETFs. DFA's established relationships with institutional investors provides an advantage. The ETF uses a market-cap-weighted approach that reduces portfolio turnover and related transaction costs. DFSU combines sustainability considerations with a diversified US equity portfolio.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to that of the broader U.S. equity market.
Market Risk
The fund is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term capital appreciation and who prioritize sustainability considerations in their investment decisions.
Market Risk
The ETF is best for long-term investors who are comfortable with market risk and seek a sustainable investing option.
Summary
Dimensional US Sustainability Core 1 ETF (DFSU) offers exposure to US equities with a focus on sustainability. It leverages DFA's systematic approach and low costs. The fund suits long-term investors seeking capital appreciation through ESG-aligned investments. Its performance mirrors the broader U.S. equity market, while it differentiates itself with a sustainability focus, making it appealing to those prioritizing responsible investing.
Similar Companies
CRBN
iShares MSCI ACWI Low Carbon Target ETF
CRBN
iShares MSCI ACWI Low Carbon Target ETF
EFIV
SPDR® S&P 500® ESG ETF
EFIV
SPDR® S&P 500® ESG ETF
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is 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 US Sustainability Core 1 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 a broad and diverse group of securities of U.S. companies. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.
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