DFUS - ETF AI Analysis
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Dimensional U.S. Equity ETF (DFUS)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The fund has shown solid gains so far this year and over the last few months, indicating positive momentum.
Low Expense Ratio
The ETF charges relatively low fees, which helps investors keep more of the fund’s returns over time.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, health care, and industrials, help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can increase risk if that sector faces a downturn.
Mixed Performance Among Top Holdings
While several major positions have delivered strong gains, a few large holdings have been weak recently, which can drag on the fund’s results.
Very High U.S. Market Concentration
The ETF is almost entirely invested in U.S. companies, offering very limited geographic diversification outside the United States.
DFUS vs. SPDR S&P 500 ETF (SPY)
AUM20.74B
RegionNorth America
Expense Ratio0.09%
Beta1.02
IssuerDimensional
Inception DateJun 14, 2021
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume615,517
30 Day Avg. Volume752,733
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
99.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2213
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFUS Summary
Dimensional U.S. Equity ETF (DFUS) is a fund that invests across the entire U.S. stock market, from large to small companies, aiming to blend both growth and value stocks rather than track a single index. It holds many well-known names, including Apple and Microsoft, and spreads money across many sectors, with a big share in technology. Someone might invest in DFUS to get broad, one-stop diversification across U.S. companies for long-term growth. A key risk is that it can rise or fall with the overall stock market and is meaningfully exposed to tech stocks.
How much will it cost me?The Dimensional U.S. Equity ETF (DFUS) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund, designed to track the broad U.S. equity market efficiently without frequent trading or active management costs.
What would affect this ETF?The Dimensional U.S. Equity ETF (DFUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented stocks and sectors such as consumer cyclical and communication services, which are also key components of the fund. Additionally, regulatory changes targeting major tech firms or broader market volatility could pose risks to the ETF's performance.
DFUS Top 10 Holdings
DFUS is leaning heavily on U.S. mega-cap tech, with Apple and Nvidia doing most of the heavy lifting as they continue to climb on the back of AI and device demand. Microsoft and Amazon, however, look a bit tired lately, with more mixed or lagging moves that keep them from fully pulling their weight. Alphabet and Meta are also in the “on again, off again” camp, adding some volatility rather than steady fuel. While there’s broader sector exposure under the hood, performance is largely riding on a concentrated group of U.S. tech giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.00% | $1.45B | $4.90T | 52.64% | 79 Outperform | |
| Nvidia | 6.60% | $1.37B | $4.72T | 15.56% | 76 Outperform | |
| Microsoft | 4.88% | $1.01B | $3.35T | -11.33% | 79 Outperform | |
| Amazon | 3.34% | $692.84M | $2.53T | 26.46% | 71 Outperform | |
| Alphabet Class A | 2.83% | $586.40M | $4.08T | 88.30% | 85 Outperform | |
| Broadcom | 2.64% | $547.79M | $1.85T | 34.87% | 76 Outperform | |
| Alphabet Class C | 2.33% | $483.98M | $4.08T | 87.76% | 82 Outperform | |
| Meta Platforms | 1.73% | $358.53M | $1.37T | -25.77% | 76 Outperform | |
| Micron | 1.45% | $300.24M | $987.83B | 684.73% | 79 Outperform | |
| Berkshire Hathaway B | 1.38% | $286.60M | $989.59B | 8.18% | 66 Neutral |
DFUS Technical Analysis
Positive
―
Price Trends
81.33
Positive
78.27
Positive
76.04
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 81.52, equal to the 50-day MA of 81.33, and equal to the 200-day MA of 76.04, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFUS.
DFUS Peer Comparison
Comparison Results
Performance Comparison
DFUS
Dimensional U.S. Equity ETF
81.59
13.75
20.27%
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
―
DYNF
BlackRock U.S. Equity Factor Rotation ETF
―
―
―
AVUS
Avantis U.S. Equity ETF
―
―
―
DFAU
Dimensional US Core Equity Market ETF
―
―
―
CGUS
Capital Group Core Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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