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Dimensional U.S. Equity ETF

DFUS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 25 2001
Expense Ratio
0.11%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$10,433,863
AUM
$6,006,794,157
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

AAPL
Apple Inc
6.35%
MSFT
Microsoft Corporation
4.66%
AMZN
Amazon.com Inc.
2.36%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
1.58%
GOOG
Alphabet Inc - Ordinary Shares - Class C
1.56%
BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
1.51%
NVDA
NVIDIA Corp
1.30%
XOM
Exxon Mobil Corp.
1.22%
UNH
Unitedhealth Group Inc
1.17%
JNJ
Johnson & Johnson
1.12%
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, SCHX, IYY

DFUS
Dimensional ETF Trust - Dimensional U.S. Equity ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
SCHK
Schwab Strategic Trust - Schwab 1000 Index ETF
SPTM
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market 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
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
VV
Vanguard Group, Inc. - Vanguard Large Cap 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

#DALIO

The Dalio

Category

Classic

Risk Rating

Conservative

#BUTTERFLY

Golden Butterfly

Category

Getting Defensive

Risk Rating

Moderate

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.

The top holdings for DFUS include Apple Inc, Microsoft Corporation, and Amazon.com Inc..

DFUS has 2443 total holdings.

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 0.0713%. This is the percent change in the value of DFUS over the most recent 1-month period. The 3-month return on DFUS is 0.1094%. 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 0.2427%. 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 SDY, DFAS, and VYM.

ETFs correlated to DFUS include IWB, SCHX, and IYY.

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

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.