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

ETF | Others |

Last Closing

USD 35.63

Change

+0.43 (+1.22)%

Market Cap

USD 5.18B

Volume

0.29M

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: 2024-05-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

N/A

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JEPI JPMorgan Equity Premium Income..

+0.12 (+0.21%)

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DFAC Dimensional U.S. Core Equity 2..

+0.05 (+0.16%)

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DTB DTB

-0.01 (-0.05%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+1.71 (+2.95%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 23.09B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 20.81B
AVUV Avantis® U.S. Small Cap Value..

+0.16 (+0.17%)

USD 11.25B
DFUV Dimensional US Marketwide Valu..

+0.16 (+0.40%)

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

+0.16 (+0.30%)

USD 9.93B

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 7.16% 79% B- 73% C
Dividend Return 0.23% 15% F 10% F
Total Return 7.39% 78% C+ 71% C-
Trailing 12 Months  
Capital Gain 23.72% 81% B- 77% C+
Dividend Return 1.46% 26% F 19% F
Total Return 25.17% 81% 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 3.55% 72% C 54% F
Dividend Return 4.36% 72% C 48% F
Total Return 0.81% 43% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 12.44% 33% F 75% C
Risk Adjusted Return 35.02% 59% D- 57% F
Market Capitalization 5.18B 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.