DFUS - ETF AI Analysis
Top Page
Dimensional U.S. Equity ETF (DFUS)
DFUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 21.88B
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 1.02
- Issuer
- Dimensional
- Inception Date
- Jun 14, 2021
- Dividend Yield
- 0.87%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DFUS Summary
DFUS, the Dimensional U.S. Equity ETF, is a fund that invests across the entire U.S. stock market, focusing on different company sizes and styles rather than tracking a single index. It holds many well-known names like Apple and Nvidia, along with hundreds of other large, mid, and small companies in sectors such as technology, finance, and health care. Someone might invest in DFUS for broad diversification and long-term growth potential in the U.S. market. A key risk is that it is heavily tilted toward U.S. stocks and tech companies, so its value can rise or fall sharply with the overall market and technology sector.
How much will it cost me?
DFUS has an expense ratio of 0.09%, which means you’ll pay about $0.90 per year for every $1,000 invested. This cost is lower than the average stock ETF because it uses a systematic, mostly passive approach rather than high-cost, fully active stock picking.
What would affect this ETF?
DFUS is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, and Microsoft, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech, or a broad U.S. market downturn would likely hurt these major holdings and weigh on the ETF overall.
DFUS Top 10 Holdings
DFUS leans heavily on Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, while Nvidia’s longer-term gains are partly offset by some recent wobbling. Amazon is quietly adding support, but Alphabet’s twin share classes have been lagging, putting a mild drag on returns. Tesla and Meta are more like wild cards, with mixed results that add volatility rather than clear direction. Overall, this is a U.S.-only fund with a clear tilt toward tech and AI-driven growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.75% | $1.48B | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 6.87% | $1.50B | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.39% | $1.18B | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.38% | $740.17M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.26% | $495.36M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.27% | $496.53M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.86% | $407.35M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 1.96% | $429.71M | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.70% | $372.30M | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.51% | $330.24M | $1.00T | 294.96% | 79Outperform |
DFUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFUS, the sentiment is Negative. The current price of 82.43 is below the 20-day moving average (MA) of 83.90, below the 50-day MA of 83.58, and above the 200-day MA of 79.21, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 41.39 is Neutral, neither overbought nor oversold. The STOCH value of 65.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DFUS.
DFUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DFUS | $82.43 | $92.00(11.61% Upside) | $21.88B | 0.09% | 73Outperform |
 DFAC | $44.89 | $54.70(21.86% Upside) | $49.92B | 0.17% | 72Outperform |
 DYNF | $67.35 | $84.22(25.05% Upside) | $42.68B | 0.26% | 74Outperform |
 AVUS | $128.13 | $156.49(22.14% Upside) | $14.88B | 0.15% | 73Outperform |
 DFAU | $52.26 | $64.28(23.01% Upside) | $13.11B | 0.12% | 73Outperform |
 CGUS | $44.13 | $56.06(27.03% Upside) | $12.32B | 0.33% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DFUS | Dimensional U.S. Equity ETF | 82.43 | 8.88 | 12.08% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 44.89 | 6.23 | 16.10% | |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 67.35 | 6.83 | 11.28% | |
| AVUS | Avantis U.S. Equity ETF | 128.13 | 18.76 | 17.15% | |
| DFAU | Dimensional US Core Equity Market ETF | 52.26 | 6.02 | 13.01% | |
| CGUS | Capital Group Core Equity ETF | 44.13 | 4.19 | 10.48% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.