(DFSU) Dimensional US - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US25434V7165 • Large Blend
DFSU: Stocks, Small Caps, Value Stocks, Profitable Companies
The Dimensional US Sustainability Core 1 ETF (DFSU) offers a strategic investment approach by targeting a diverse array of U.S. securities. While it spans various company sizes, the ETF emphasizes smaller capitalization firms, those with lower relative prices, and higher profitability, aligning with Dimensional Fund Advisors (DFA) factor-based investing philosophy.
Integrating sustainability, DFSU adjusts its portfolio based on ESG considerations, ensuring that environmental, social, and governance factors are thoughtfully considered. This approach reflects a commitment to aligning investments with sustainable practices without compromising on the pursuit of returns.
With assets under management (AUM) of approximately $1.4 billion, DFSU is classified under the large blend ETF category, indicating its balanced exposure across market capitalizations. This blend allows the fund to maintain broad market exposure while implementing targeted tilts towards smaller, value-oriented, and profitable companies, making it a versatile choice for investors seeking both sustainability and diversification.
Additional Sources for DFSU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DFSU ETF Overview
| Market Cap in USD | 1,266m |
| Category | Large Blend |
| TER | 0.18% |
| IPO / Inception | 2022-11-01 |
DFSU ETF Ratings
| Growth Rating | 55.8 |
| Fundamental | - |
| Dividend Rating | 46.5 |
| Rel. Strength | -1.98 |
| Analysts | - |
| Fair Price Momentum | 31.64 USD |
| Fair Price DCF | - |
DFSU Dividends
| Dividend Yield 12m | 1.09% |
| Yield on Cost 5y | 1.61% |
| Annual Growth 5y | 89.73% |
| Payout Consistency | 75.0% |
DFSU Growth Ratios
| Growth Correlation 3m | -89.7% |
| Growth Correlation 12m | 50.3% |
| Growth Correlation 5y | 94.8% |
| CAGR 5y | 16.53% |
| CAGR/Max DD 5y | 0.83 |
| Sharpe Ratio 12m | 0.76 |
| Alpha | -2.30 |
| Beta | 1.012 |
| Volatility | 33.49% |
| Current Volume | 70.7k |
| Average Volume 20d | 179.6k |
As of May 01, 2025, the stock is trading at USD 35.40 with a total of 70,662 shares traded.
Over the past week, the price has changed by +3.45%, over one month by -1.14%, over three months by -9.50% and over the past year by +9.67%.
Partly, yes. Based on ValueRay Analyses, Dimensional US (NYSE ARCA:DFSU) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.82 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DFSU as of May 2025 is 31.64. This means that DFSU is currently overvalued and has a potential downside of -10.62%.
Dimensional US has no consensus analysts rating.
According to ValueRays Forecast Model, DFSU Dimensional US will be worth about 36.4 in May 2026. The stock is currently trading at 35.40. This means that the stock has a potential upside of +2.77%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 36.4 | 2.8% |