DFUV
Dimensional US Marketwide Value ETF
📎 Investment Objective
The Dimensional US Marketwide Value ETF (DFUV) seeks to provide exposure to a broad portfolio of U.S. value stocks with the goal of delivering long-term capital appreciation.
Overview
ETF tracking Dimensional US Marketwide Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Dimensional US Marketwide Value ETF (DFUV) seeks to provide exposure to a broad portfolio of U.S. value stocks with the goal of delivering long-term capital appreciation.
🎯 Investment Strategy
The ETF invests in a diversified mix of U.S. companies that Dimensional's research has identified as having lower relative prices and higher expected returns. The portfolio is designed to capture the value premium while maintaining broad market exposure.
✨ Key Features
- Broad exposure to a diversified portfolio of U.S. value stocks
- Emphasis on companies with lower relative prices and higher expected returns
- Seeks to capture the long-term value premium in the U.S. equity market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Value investment style risk: The value investment approach may go in and out of favor, which could cause the ETF to underperform growth or other equity strategies
- Concentration risk: The ETF's focus on value stocks may lead to periods of underperformance compared to the broader market
- Liquidity risk: Smaller or less-traded value stocks may be subject to increased liquidity risk
👤 Best For
The Dimensional US Marketwide Value ETF may be suitable for long-term investors seeking exposure to U.S. value stocks as part of a diversified portfolio. Investors with a higher risk tolerance and a long-term investment horizon may find this ETF appropriate for its potential to capture the value premium in the U.S. equity market.