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

ETF | Others |

Last Closing

USD 35.26

Change

+0.01 (+0.03)%

Market Cap

USD 5.18B

Volume

0.50M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-24 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

+0.90 (+1.00%)

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DFUV Dimensional US Marketwide Valu..

+0.24 (+0.62%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.53 (+1.02%)

USD 9.40B

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 6.05% 79% B- 73% C
Dividend Return 0.23% 14% F 11% F
Total Return 6.28% 77% C+ 71% C-
Trailing 12 Months  
Capital Gain 24.81% 82% B 78% C+
Dividend Return 1.48% 26% F 19% F
Total Return 26.30% 82% B 76% 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 3.34% 73% C 54% F
Dividend Return 4.14% 73% C 48% F
Total Return 0.80% 41% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 12.33% 35% F 76% C+
Risk Adjusted Return 33.55% 59% D- 57% F
Market Capitalization 5.18B 98% 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.