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Dimensional US Marketwide Value ETF

DFUV
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
May 09 2022
Expense Ratio
0.23%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$11,505,702
AUM
$8,573,344,019
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

XOM
Exxon Mobil Corp.
3.71%
JPM
JPMorgan Chase & Co.
3.71%
TMO
Thermo Fisher Scientific Inc.
2.64%
ELV
Elevance Health Inc
2.58%
CMCSA
Comcast Corp - Ordinary Shares - Class A
2.58%
BAC
Bank Of America Corp.
2.58%
CVX
Chevron Corp.
2.57%
PFE
Pfizer Inc.
2.01%
BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
1.93%
COP
Conoco Phillips
1.85%
Invest with DFUV

What is DFUV?

To achieve the US Marketwide Value ETF's investment objective, the Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. As further described below, the Portfolio's design emphasizes long-term drivers of expected returns identified by the Advisor's research, while balancing risk through broad diversification across companies and sectors. The Advisor's portfolio management and trading processes further balance those long-term drivers of expected returns with shorter-term drivers of expected returns and trading costs.

ETFs related toDFUV

ETFs correlated to DFUV include DFLV, PRF, FNDB

DFUV
Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFLV
Dimensional ETF Trust - Dimensional US Large Cap Value ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
VLU
SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
AVLV
American Century ETF Trust - Avantis U.S. Large Cap Value ETF
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value 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 toDFUV

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus

Risk Rating

Moderate

Create your own algorithmic trading strategy with DFUV using Composer

FAQ

DFUV is a US Equities ETF. To achieve the US Marketwide Value ETF's investment objective, the Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. As further described below, the Portfolio's design emphasizes long-term drivers of expected returns identified by the Advisor's research, while balancing risk through broad diversification across companies and sectors. The Advisor's portfolio management and trading processes further balance those long-term drivers of expected returns with shorter-term drivers of expected returns and trading costs.

The top holdings for DFUV include Exxon Mobil Corp., JPMorgan Chase & Co., and Thermo Fisher Scientific Inc..

DFUV has 1238 total holdings.

Yes, DFUV 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, DFUV 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 DFUV is 0.0421%. This is the percent change in the value of DFUV over the most recent 1-month period. The 3-month return on DFUV is 0.071%. This is the percent change in the value of DFUV over the most recent 3-month period.

ETFs similar to DFUV include VTI, QQQ, and IWM.

ETFs correlated to DFUV include DFLV, PRF, and FNDB.

ETFs that are inversely correlated to DFUV include SDS, DOG, and SPDN.

Disclaimers

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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.