DFUV Dimensional US Marketwide Value ETF
What is DFUV?
DFUV is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation.
DFUV Factset Analytics Insight
DFUV is an actively managed fund that seeks long-term capital appreciation while maximizing after-tax returns. The fund holds US stocks that the fund’s advisor considers as having a lower relative price and higher profitability potential. Stocks are evaluated based on fundamental factors such as: price-to-cash flow or price-to-earnings ratios to assess relative price, as well as earnings or profits from operations relative to book value or assets to meausre profitability. In addition, ratios such as recent changes in assets divided by total assets are used to review a firm’s investment characteristics. Holdings are typically market-cap-weighted but with an active approach, weightings may fluctuate. DFUV launched from a mutual fund conversion, starting with $8.3 billion in assets.
DFUV Summary Data
Peers
Fund Flows
DFUV Portfolio Data
DFUV Index Data
DFUV Portfolio Management
DFUV Tax Exposures
DFUV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFUV. DFUV is rated a 5 out of 5.
DFUV Tradability
DFUV Sector/Industry Breakdown
Benchmark
DFUV Top 10 Holdings
DFUV Performance Statistics
DFUV Countries
Benchmark
DFUV Regions
Benchmark
DFUV Economic Development
Benchmark
DFUV Benchmark Comparison Summary
Benchmark
DFUV Benchmark Comparison Market Cap Size
Benchmark
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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