DFAU:NYE-Dimensional US Core Equity Market ETF (USD)

ETF | Others |

Last Closing

USD 40.87

Change

+0.16 (+0.39)%

Market Cap

USD 6.65B

Volume

0.43M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest 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. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities of U.S. companies. The Advisor may also increase or reduce the fund's exposure to an eligible company, or exclude a company, based on shorter-term considerations, such as a company's price momentum, short-run reversals and investment characteristics.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

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ETFs Containing DFAU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.92% 84% B 78% C+
Dividend Return 0.87% 14% F 13% F
Total Return 23.79% 83% B 77% C+
Trailing 12 Months  
Capital Gain 29.58% 84% B 77% C+
Dividend Return 1.34% 22% F 16% F
Total Return 30.92% 83% B 75% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 6.49% 76% C+ 57% F
Dividend Return 7.33% 77% C+ 52% F
Total Return 0.84% 43% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 14.03% 30% F 70% C-
Risk Adjusted Return 52.24% 65% D 68% D+
Market Capitalization 6.65B 97% N/A 81% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.