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

ETF | Others |

Last Closing

USD 36.49

Change

+0.36 (+1.00)%

Market Cap

USD 5.13B

Volume

0.43M

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: 2024-03-27 )

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DFUV Dimensional US Marketwide Valu..

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DFAT Dimensional U.S. Targeted Valu..

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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 9.74% 81% B- 76% C+
Dividend Return 0.23% 15% F 11% F
Total Return 9.98% 80% B- 75% C
Trailing 12 Months  
Capital Gain 29.35% 82% B 80% B-
Dividend Return 1.49% 28% F 19% F
Total Return 30.84% 82% B 78% 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 2.83% 69% C- 53% F
Dividend Return 3.61% 70% C- 47% F
Total Return 0.78% 46% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 11.96% 37% F 76% C+
Risk Adjusted Return 30.20% 59% D- 56% F
Market Capitalization 5.13B 97% N/A 77% C+

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.