Dimensional US Vector Equity ETF
DXUV - ETF AI Analysis
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Dimensional US Vector Equity ETF (DXUV)
DXUV’s rating reflects a solid, growth-focused portfolio led by major tech names like Microsoft, Apple, Nvidia, and Alphabet, whose strong financial performance and leadership in cloud, AI, and consumer technology provide a powerful foundation for the fund. The main risk is the heavy concentration in high-valuation technology and AI-related companies, where mixed technical signals, premium pricing, and issues like Nvidia’s geopolitical and inventory challenges or Meta’s regulatory and expense concerns could increase volatility and limit upside if growth expectations are not met.
DXUV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 665.71M
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.90
- Issuer
- DFA
- Inception Date
- Sep 12, 2024
- Dividend Yield
- 0.96%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DXUV Summary
Dimensional US Vector Equity ETF (DXUV) is a U.S. stock fund that invests across almost the entire American market, with a special focus on smaller and value-oriented companies. It doesn’t track a traditional index, but follows a rules-based strategy built on long-term research. The fund holds many well-known names like Microsoft and Apple, along with hundreds of other companies across technology, finance, health care, and more. Investors might consider DXUV for broad diversification with a tilt toward potential long-term growth. A key risk is that stock prices can rise and fall sharply, especially in smaller and value stocks.
How much will it cost me?
This ETF has an expense ratio of 0.25%, which means you’ll pay about $2.50 per year for every $1,000 you invest. That’s a bit higher than many simple index ETFs because DXUV is actively managed with a more complex strategy that tilts toward certain types of stocks to try to improve returns.
What would affect this ETF?
DXUV is heavily invested in large U.S. technology and growth companies like Microsoft, Nvidia, and Apple, so continued innovation, strong corporate earnings, and a healthy U.S. economy could support future gains, especially if investor confidence in stocks remains high. On the other hand, rising interest rates, tighter regulations on big tech, or an economic slowdown that hurts cyclical sectors like consumer and industrials could weigh on performance, and its tilt toward smaller and value-oriented stocks may be more volatile during market stress.
DXUV Top 10 Holdings
DXUV leans heavily on U.S. Big Tech, with Microsoft, Apple, Amazon, and Nvidia acting as the main engines of performance. Apple and Microsoft have been steadily rising, giving the fund a solid backbone, while Amazon adds a more mixed but generally positive push. Nvidia and Meta have been choppier lately, sometimes feeling like they’re tapping the brakes rather than the gas. Micron and Eli Lilly quietly support returns from the semiconductor and health care corners. Overall, it’s a U.S.-centric, tech-tilted story with a few volatile names adding drama.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 5.19% | $30.61M | $3.96T | 2.45% | 79Outperform |
 NVDA | Nvidia | 4.97% | $29.33M | $4.07T | -10.06% | 76Outperform |
 AAPL | Apple | 4.74% | $27.92M | $5.06T | 29.20% | 79Outperform |
 AMZN | Amazon | 2.43% | $14.33M | $2.93T | 6.85% | 71Outperform |
 META | Meta Platforms | 2.25% | $13.29M | $1.64T | 0.27% | 76Outperform |
 MU | Micron | 1.20% | $7.09M | $820.41B | 236.49% | 79Outperform |
 LLY | Eli Lilly & Co | 0.89% | $5.25M | $1.35T | 45.38% | 72Outperform |
 AVGO | Broadcom | 0.84% | $4.93M | $1.58T | -1.91% | 76Outperform |
 GOOG | Alphabet Class C | 0.75% | $4.45M | $3.50T | -0.38% | 82Outperform |
 V | Visa | 0.74% | $4.37M | $784.41B | 25.56% | 70Outperform |
DXUV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DXUV, the sentiment is Positive. The current price of 69.23 is above the 20-day moving average (MA) of 68.60, above the 50-day MA of 68.39, and above the 200-day MA of 65.46, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 54.87 is Neutral, neither overbought nor oversold. The STOCH value of 60.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DXUV.
DXUV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DXUV | $69.23 | $76.00(9.78% Upside) | $665.71M | 0.25% | 72Outperform |
 SEUS | $25.86 | $30.60(18.34% Upside) | $932.93M | 0.30% | 73Outperform |
 BGDV | $31.70 | $36.65(15.64% Upside) | $872.99M | 0.45% | 74Outperform |
 AAUB | $50.18 | $59.87(19.31% Upside) | $824.23M | 0.10% | 66Neutral |
 AVTM | $54.03 | $64.01(18.48% Upside) | $760.52M | 0.22% | 60Neutral |
 SMRI | $47.69 | $56.63(18.76% Upside) | $712.21M | 0.71% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DXUV | Dimensional US Vector Equity ETF | 69.23 | 11.71 | 20.35% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.86 | 0.59 | 2.34% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.70 | 5.21 | 19.69% | |
| AAUB | Alpha Architect US Equity 4 ETF | 50.18 | 0.70 | 1.41% | |
| AVTM | Avantis Total Equity Markets ETF | 54.03 | 4.38 | 8.83% | |
| SMRI | Bushido Capital US Equity ETF | 47.69 | 12.82 | 36.75% |
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.