DFUV ETF Analysis: Dimensional US Marketwide | NYSE

Large Value | NYSE, USA | Market Cap: 15.314m USD | 12M Return: 31.7% | Charts, Fundamentals & Technical Analysis

Value Stocks, US Equities, Equity Futures, Options
Total Rating 75
Safety 61
Buy Signal 0.23
Large Value
Category Rotation: -2.1
TER: 0.21%
AUM: 15.3B
Avg Turnover: 18.3M
Risk 3d forecast
Volatility12.2%
VaR 5th Pctl2.18%
VaR vs Median-0.35%
Reward TTM
Sharpe Ratio2.00
Rel. Str. IBD67.6
Rel. Str. Peer Group81.5
Character TTM
Beta0.797
Beta Downside0.850
Hurst Exponent0.430
Drawdowns 3y
Max DD17.60%
CAGR/Max DD1.00
CAGR/Mean DD6.23

Warnings

Fakeout

Tailwinds

Avwap Ph Week

Seasonality 4.1 years of data

Jan +2.6% 44
Feb +1.1% 13
Mar -3.1% 14
Apr -4.6% 17
May -0.1% 0
Jun +2.2% 21
Jul +3.7% 41
Aug -0.9% 13
Sep -1.2% 15
Oct -2.3% 43
Nov +5.2% 39
Dec +0.4% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DFUV Dimensional US Marketwide

DFUV is an actively managed U.S. equity ETF focused on value stocks, holding a broad and diverse portfolio of securities from companies of all market capitalizations. The funds Advisor selects stocks based on value characteristics rather than tracking a specific index. To manage cash flows and adjust equity exposure, the Portfolio may use futures contracts and options on futures contracts tied to U.S. equity securities and indices.

As a Large Cap Value ETF, DFUV operates within the value segment of the U.S. market, which generally includes companies trading at lower valuations relative to fundamentals such as book value, earnings, or cash flow compared to growth-oriented peers. ETFs are exchange-traded funds that pool investor capital to hold a portfolio of securities, offering intraday liquidity and transparent holdings disclosure.

Headlines to Watch Out For
  • Fed rate cuts lift small-cap value stocks
  • Investor rotation into value ETFs accelerates AUM growth
  • Rising rates pressure high-multiple growth names
What is the price of DFUV shares?

As of July 22, 2026, the stock is trading at USD 55.15 with a total of 449,703 shares traded. Over the past week, the price has changed by +0.05%, over one month by +0.43%, over three months by +8.76% and over the past year by +31.72%.

Current recommended Stop Loss: 53.90 (which is 2.3% or 2.4 ATR below the current price).

Is DFUV a buy, sell or hold?

Dimensional US Marketwide has no consensus analysts rating.