DFUS:NYE-Dimensional U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 65.44

Change

+0.06 (+0.09)%

Market Cap

USD 13.15B

Volume

0.29M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in securities of U.S. companies. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

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ETFs Containing DFUS

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 26.26% 87% B+ 82% B
Dividend Return 0.84% 12% F 11% F
Total Return 27.10% 86% B+ 81% B-
Trailing 12 Months  
Capital Gain 25.85% 87% B+ 83% B
Dividend Return 0.83% 12% F 11% F
Total Return 26.68% 86% B+ 82% B
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 6.73% 75% C 57% F
Dividend Return 7.58% 75% C 52% F
Total Return 0.84% 44% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 15.57% 26% F 65% D
Risk Adjusted Return 48.65% 59% D- 63% D
Market Capitalization 13.15B 99% N/A 88% 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.