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DFUS - ETF AI Analysis
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Dimensional U.S. Equity ETF (DFUS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia and Broadcom, have shown strong year-to-date performance, contributing positively to the fund's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, allowing investors to keep more of their returns.
Broad Sector Diversification
The fund is spread across multiple sectors, including technology, financials, and health care, which helps reduce risk from sector-specific downturns.
Negative Factors
High Concentration in Technology
Over one-third of the fund is allocated to the technology sector, making it vulnerable to tech-specific market volatility.
Limited Geographic Exposure
The ETF is heavily concentrated in U.S. companies, with minimal exposure to international markets, which limits global diversification.
Mixed Performance Among Holdings
While some top holdings have performed strongly, others like Amazon have shown weaker year-to-date performance, which could impact overall returns.
DFUS vs. SPDR S&P 500 ETF (SPY)
AUM18.22B
RegionNorth America
Expense Ratio0.09%
Beta1.02
IssuerDimensional
Inception DateJun 14, 2021
Dividend Yield0.87%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume368,935
30 Day Avg. Volume600,990
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
87.87Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2375
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFUS Summary
The Dimensional U.S. Equity ETF (DFUS) is a fund that gives investors access to a wide range of U.S. companies, from large to small, across different industries. It includes well-known names like Apple and Nvidia and focuses on both growth and value stocks. This ETF is designed for people who want to invest in the overall U.S. market and benefit from a diversified mix of companies, making it a good option for long-term growth. However, since it heavily invests in technology companies, its performance can be affected if the tech sector faces challenges.
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
The Dimensional U.S. Equity ETF leans heavily into technology, with names like Nvidia and Apple driving performance thanks to their focus on AI and services expansion, though Nvidia’s recent dip suggests some turbulence. Microsoft’s mixed signals, with cloud growth offset by valuation concerns, add complexity to the fund’s tech-heavy positioning. Meanwhile, Alphabet’s strong gains in AI and cloud services provide a steady tailwind. Tesla’s rising momentum is a bright spot, but Meta’s lagging performance tempers the overall outlook. With a clear U.S. focus and a tilt toward innovation, this ETF thrives on tech but faces challenges in balancing sector volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.14% | $1.31B | $4.57T | 33.61% | 76 Outperform | |
| Apple | 6.14% | $1.13B | $3.95T | 8.10% | 79 Outperform | |
| Microsoft | 5.20% | $952.51M | $3.51T | 12.71% | 79 Outperform | |
| Amazon | 3.50% | $641.76M | $2.49T | 8.46% | 71 Outperform | |
| Alphabet Class A | 2.81% | $514.56M | $3.82T | 60.80% | 85 Outperform | |
| Alphabet Class C | 2.47% | $453.10M | $3.82T | 59.90% | 82 Outperform | |
| Broadcom | 2.40% | $440.44M | $1.63T | 49.91% | 76 Outperform | |
| Meta Platforms | 2.24% | $410.34M | $1.66T | 8.17% | 76 Outperform | |
| Tesla | 2.07% | $378.75M | $1.50T | 9.79% | 73 Outperform | |
| Berkshire Hathaway B | 1.43% | $263.03M | $1.08T | 10.45% | 66 Neutral |
DFUS Technical Analysis
Positive
―
Price Trends
73.78
Positive
72.55
Positive
68.05
Positive
Market Momentum
0.41
Negative
58.77
Neutral
81.62
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.47, equal to the 50-day MA of 73.78, and equal to the 200-day MA of 68.05, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 58.77 is Neutral, neither overbought nor oversold. The STOCH value of 81.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFUS.
DFUS Peer Comparison
Comparison Results
Performance Comparison
DFUS
Dimensional U.S. Equity ETF
75.19
12.57
20.07%
DFAC
Dimensional U.S. Core Equity 2 ETF
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―
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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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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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