DFUSDimensional U.S. Equity ETF
DFUS Fund Description
DFUS actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation.
DFUS Factset Analytics Insight
DFUS is part of Dimensional’s expansion plan of converting six mutual funds into ETFs. It is an actively managed fund that primarily aims to achieve long-term capital appreciation while minimizing tax impact. The fund holds a diversified portfolio of US companies of all market capitalizations across a broad range of sectors. While the fund claims to be market-cap-weighted, the advisor has the discretion to toggle with a company’s exposure after taking into account several factors like free float, momentum, trading strategies, liquidity, size, relative price, profitability, investment characteristics, including additional determinants such as financial ratios that the advisor deemed applicable. DFUS utilizes the same investment strategy as its original mutual fund counterpart.
DFUS MSCI ESG Analytics Insight
Dimensional U.S. Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.68 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Dimensional U.S. Equity ETF ranks in the 37th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DFUS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DFUS Summary Data
DFUS Portfolio Data
DFUS Index Data
DFUS Portfolio Management
DFUS Tax Exposures
DFUS Fund Structure
DFUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFUS. DFUS is rated a 5 out of 5.
DFUS Sector/Industry Breakdown
DFUS Economic Development
DFUS Performance Statistics
DFUS MSCI ESG Ratings
DFUS Benchmark Comparison Summary
DFUS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.