DFUS
Dimensional U.S. Equity ETFDFUS 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 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 Tradability
DFUS Sector/Industry Breakdown
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DFUS Top 10 Holdings[View All]
DFUS Countries
DFUS
DFUS Regions
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DFUS Economic Development
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DFUS Performance Statistics
DFUS Benchmark Comparison Summary
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DFUS Benchmark Comparison Market Cap Size
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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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.