DFAT:NYE-Dimensional U.S. Targeted Value ETF (USD)

ETF | Others |

Last Closing

USD 57.26

Change

+0.29 (+0.51)%

Market Cap

USD 11.15B

Volume

0.29M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-18 )

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ETFs Containing DFAT

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 2.87% 53% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.87% 52% F 50% F
Trailing 12 Months  
Capital Gain 12.08% 59% D- 61% D-
Dividend Return 1.01% 20% F 16% F
Total Return 13.09% 57% F 56% F
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 5.43% 67% D+ 52% F
Dividend Return 6.33% 67% D+ 47% F
Total Return 0.90% 43% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 10.10% 50% F 79% B-
Risk Adjusted Return 62.68% 70% C- 75% C
Market Capitalization 11.15B 99% N/A 87% 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.