(DFUV) Dimensional US Marketwide - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 14.595m USD | Total Return: 28.9% in 12m
TER: 0.21%
Avg Turnover: 19.1M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The Dimensional US Marketwide Value ETF (DFUV) focuses on a diversified portfolio of U.S. equities identified as value stocks by the fund’s advisor. Unlike many value-oriented funds that target specific tiers, this ETF maintains a flexible mandate to invest across all market capitalizations, including small, mid, and large-cap companies.
The fund utilizes futures contracts and options on equity indices to manage market exposure, particularly to maintain liquidity during periods of high cash inflows or outflows. In the value investing sector, managers typically select securities trading at low price-to-book or price-to-earnings ratios relative to the broader market. This strategy seeks to capture the value premium, a historical tendency for undervalued stocks to outperform over long-term horizons.
For more detailed metrics on these holdings, consider visiting ValueRay to deepen your analysis. This ETF provides a systematic, rules-based approach to value investing rather than relying on traditional fundamental stock picking.
- Interest rate fluctuations impact valuation of capital-intensive financial and industrial holdings
- Value factor outperformance relative to growth drives net asset value appreciation
- Corporate earnings stability across small and mid-cap domestic value segments
- Federal Reserve monetary policy shifts influence discount rates for cyclical equities
- Investor rotation into low price-to-book securities increases fund share demand
Over the past week, the price has changed by -0.46%, over one month by +3.84%, over three months by +4.33% and over the past year by +28.91%.
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