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DXUV - ETF AI Analysis
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Dimensional US Vector Equity ETF (DXUV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, including Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, boosting the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors like Technology, Financials, and Industrials, reducing the risk of overexposure to any one industry.
Low Expense Ratio
The fund's expense ratio is relatively low, making it cost-effective for investors compared to many other ETFs.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which limits global diversification.
Underperforming Holdings
Some holdings, such as Apple and Amazon, have shown weaker year-to-date performance, which could drag on overall returns.
Overweight in Technology
The fund has significant exposure to the Technology sector, making it vulnerable to downturns in this industry.
DXUV vs. SPDR S&P 500 ETF (SPY)
AUM334.65M
RegionNorth America
Expense Ratio0.25%
Beta0.98
IssuerDimensional
Inception DateSep 12, 2024
Dividend Yield0.98%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,336
30 Day Avg. Volume19,405
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
71.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2005
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DXUV Summary
The Dimensional US Vector Equity ETF (DXUV) is an investment fund that gives you exposure to a wide range of U.S. companies, with a focus on smaller and value-oriented stocks. It includes well-known companies like Nvidia and Microsoft, alongside many others across industries such as technology, finance, and healthcare. This ETF is a good option for investors seeking diversification and potential long-term growth by targeting stocks with higher expected returns. However, it’s important to know that its performance can go up and down with the overall stock market, so it carries the risk of market volatility.
How much will it cost me?The Dimensional US Vector Equity ETF (DXUV) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it uses a specialized strategy to target smaller-cap and value-oriented stocks, which requires more active management. It’s a reasonable cost for its unique approach to enhancing returns.
What would affect this ETF?The Dimensional US Vector Equity ETF (DXUV) could benefit from positive trends in the U.S. economy, such as technological innovation and growth in smaller-cap and value-oriented stocks, which align with its investment focus. However, it may face challenges from rising interest rates, which could negatively impact sectors like technology and financials, or economic slowdowns that affect consumer spending and industrial activity. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings, such as Nvidia, Microsoft, and Apple.
DXUV Top 10 Holdings
The Dimensional US Vector Equity ETF leans heavily into U.S. equities, with a notable tilt toward technology and financial sectors. Nvidia and Microsoft, key drivers in the tech space, show mixed performance recently, with Nvidia losing steam despite its AI focus and Microsoft steadying itself through cloud growth. Meanwhile, Alphabet’s strong gains in AI and cloud services have been a bright spot, helping offset lagging names like Meta, which faces expense and regulatory challenges. This fund’s sector concentration in tech and financials makes it sensitive to shifts in innovation and economic cycles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.70% | $15.80M | $4.55T | 35.83% | 76 Outperform | |
| Microsoft | 4.08% | $13.70M | $3.39T | 6.44% | 79 Outperform | |
| Apple | 3.96% | $13.30M | $3.80T | 11.11% | 79 Outperform | |
| Amazon | 2.44% | $8.21M | $2.55T | 5.42% | 71 Outperform | |
| Meta Platforms | 1.89% | $6.34M | $1.56T | 1.31% | 76 Outperform | |
| Alphabet Class A | 1.68% | $5.63M | $4.02T | 69.78% | 85 Outperform | |
| Alphabet Class C | 1.45% | $4.87M | $4.02T | 68.64% | 82 Outperform | |
| Eli Lilly & Co | 0.83% | $2.79M | $976.55B | 42.34% | 72 Outperform | |
| JPMorgan Chase | 0.72% | $2.43M | $841.89B | 19.33% | 72 Outperform | |
| Johnson & Johnson | 0.70% | $2.35M | $529.01B | 48.72% | 78 Outperform |
DXUV Technical Analysis
Positive
―
Price Trends
59.57
Positive
58.78
Positive
55.52
Positive
Market Momentum
0.67
Negative
65.86
Neutral
88.74
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DXUV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.91, equal to the 50-day MA of 59.57, and equal to the 200-day MA of 55.52, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 65.86 is Neutral, neither overbought nor oversold. The STOCH value of 88.74 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DXUV.
DXUV Peer Comparison
Comparison Results
Performance Comparison
DXUV
Dimensional US Vector Equity ETF
61.91
7.66
14.12%
SYLD
Cambria Shareholder Yield ETF
―
―
―
PLDR
Putnam Sustainable Leaders ETF
―
―
―
ABFL
Fcf Us Quality Etf
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
XCHG
AB US Equity ETF
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―
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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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