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ETFs

Dimensional U.S. Equity ETF

DFUS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 25 2001
Expense Ratio
0.09%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$8,083,117
AUM
$6,637,846,442
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus
View

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Invest with DFUS

What is DFUS?

The investment objective of the Dimensional U.S. Equity ETF (the "US Equity ETF" or "Portfolio") is to achieve long-term capital appreciation while minimizing federal income taxes on returns. To achieve its investment objective, the US Equity ETF, using a market capitalization weighted approach,generally purchases a broad and diverse group of equity securities of U.S. companies. A company s marketcapitalization is the number of its shares outstanding times its price per share. In general, the higher the relativemarket capitalization of the eligible company, the greater its representation in the Portfolio. The Advisor mayincrease or decrease the Portfolio s exposure to an eligible company, or exclude a company, after consideringsuch factors as free float, momentum, trading strategies, liquidity, size, relative price, profitability, investmentcharacteristics, and other factors that the Advisor determines to be appropriate.

ETFs related toDFUS

ETFs correlated to DFUS include IWB, SCHK, ITOT

DFUS
Dimensional ETF Trust - Dimensional U.S. Equity ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF
SCHK
Schwab Strategic Trust - Schwab 1000 Index ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPTM
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPY
SSgA Active Trust - SPDR S&P 500 ETF Trust
ESGU
iShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDFUS

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

#SPYMIN

SPY minimum drawdown

Category

Community

Risk Rating

Aggressive

Create your own algorithmic trading strategy with DFUS using Composer

FAQ

DFUS is a US Equities ETF. The investment objective of the Dimensional U.S. Equity ETF (the "US Equity ETF" or "Portfolio") is to achieve long-term capital appreciation while minimizing federal income taxes on returns. To achieve its investment objective, the US Equity ETF, using a market capitalization weighted approach,generally purchases a broad and diverse group of equity securities of U.S. companies. A company s marketcapitalization is the number of its shares outstanding times its price per share. In general, the higher the relativemarket capitalization of the eligible company, the greater its representation in the Portfolio. The Advisor mayincrease or decrease the Portfolio s exposure to an eligible company, or exclude a company, after consideringsuch factors as free float, momentum, trading strategies, liquidity, size, relative price, profitability, investmentcharacteristics, and other factors that the Advisor determines to be appropriate.

Yes, DFUS is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, DFUS is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DFUS is -0.0075%. This is the percent change in the value of DFUS over the most recent 1-month period. The 3-month return on DFUS is 0.0072%. This is the percent change in the value of DFUS over the most recent 3-month period.

The standard deviation of DFUS for the past year is 0.1752%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to DFUS include VIG, VYM, and DFAS.

ETFs correlated to DFUS include IWB, SCHK, and ITOT.

ETFs that are inversely correlated to DFUS include SDS, SPXS, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.