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DFUS - ETF AI Analysis
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Dimensional U.S. Equity ETF (DFUS)
Rating:73Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, consumer, and health care, help reduce the impact of weakness in any single industry.
Large Asset Base
The ETF manages a sizable pool of assets, which can support better liquidity and more efficient trading for investors.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited diversification across global markets.
Top Holdings Under Pressure
Several of the largest positions, including major technology names, have shown weak recent performance, which can drag on the fund’s returns.
High Exposure to Technology
A large tilt toward the technology sector increases sensitivity to swings in tech stocks and related market sentiment.
DFUS vs. SPDR S&P 500 ETF (SPY)
AUM18.88B
RegionNorth America
Expense Ratio0.09%
Beta1.02
IssuerDimensional
Inception DateJun 14, 2021
Dividend Yield0.88%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume756,040
30 Day Avg. Volume698,363
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
91.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2226
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFUS Summary
Dimensional U.S. Equity ETF (DFUS) is a fund that invests across the entire U.S. stock market, focusing on different company sizes and styles rather than tracking a single index. It holds many well-known names like Apple and Nvidia, along with hundreds of other U.S. companies in technology, finance, health care, and more. Someone might invest in DFUS to get broad, one-stop diversification across U.S. stocks and seek long-term growth. A key risk is that it is heavily invested in the overall U.S. stock market, so its value can rise and fall significantly with market swings, especially in tech.
How much will it cost me?The Dimensional U.S. Equity ETF (DFUS) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund, designed to track the broad U.S. equity market efficiently without frequent trading or active management costs.
What would affect this ETF?The Dimensional U.S. Equity ETF (DFUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented stocks and sectors such as consumer cyclical and communication services, which are also key components of the fund. Additionally, regulatory changes targeting major tech firms or broader market volatility could pose risks to the ETF's performance.
DFUS Top 10 Holdings
DFUS is riding a tech-heavy wave, with Nvidia out front as the main engine of recent gains, helped by a still-rising Apple and a steady Meta. But some of the usual Big Tech stars are losing a bit of shine: Microsoft and Amazon have been lagging lately, and Tesla has been more of a speed bump than a turbo boost. With over a third of the fund in technology and a clear tilt toward U.S. mega-cap growth names, performance is largely tied to how this small group of American tech giants behaves.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.68% | $1.27B | $4.46T | 62.69% | 76 Outperform | |
| Apple | 5.79% | $1.10B | $3.82T | 10.61% | 79 Outperform | |
| Microsoft | 4.75% | $903.83M | $3.05T | 4.42% | 79 Outperform | |
| Amazon | 3.32% | $632.22M | $2.35T | 9.09% | 71 Outperform | |
| Alphabet Class A | 2.71% | $514.63M | $3.64T | 74.57% | 85 Outperform | |
| Broadcom | 2.33% | $443.74M | $1.58T | 70.69% | 76 Outperform | |
| Alphabet Class C | 2.29% | $434.91M | $3.64T | 71.21% | 82 Outperform | |
| Meta Platforms | 2.25% | $427.34M | $1.67T | 5.20% | 76 Outperform | |
| Tesla | 2.02% | $385.06M | $1.52T | 53.94% | 73 Outperform | |
| Berkshire Hathaway B | 1.40% | $266.96M | $1.08T | 0.96% | 66 Neutral |
DFUS Technical Analysis
Negative
―
Price Trends
74.99
Negative
74.14
Negative
71.18
Positive
Market Momentum
-0.25
Positive
38.09
Neutral
42.20
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 74.77, equal to the 50-day MA of 74.99, and equal to the 200-day MA of 71.18, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 38.09 is Neutral, neither overbought nor oversold. The STOCH value of 42.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DFUS.
DFUS Peer Comparison
Comparison Results
Performance Comparison
DFUS
Dimensional U.S. Equity ETF
73.16
11.47
18.59%
DFAC
Dimensional U.S. Core Equity 2 ETF
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DYNF
BlackRock U.S. Equity Factor Rotation ETF
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CGDV
Capital Group Dividend Value ETF
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―
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AVUS
Avantis U.S. Equity ETF
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―
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DFAU
Dimensional US Core Equity Market ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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