Dimensional US Equity ETF
DFUS
Market cap $11.2B

63.20 USD

-0.03

0.05%

At close Oct 17, 4:00 PM EDT

1 day

-0.05%

5 days

1.23%

1 month

3.91%

3 months

4.65%

6 months

16.11%

Year to date

22.86%

1 year

33.31%

5 years

35.56%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

38% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 158

9% more capital invested

Capital invested by funds: $6.13B [Q1] → $6.7B (+$568M) [Q2]

5% more funds holding in top 10

Funds holding in top 10: 76 [Q1] → 80 (+4) [Q2]

4% more funds holding

Funds holding: 554 [Q1] → 577 (+23) [Q2]

1.23% more ownership

Funds ownership: 68.49% [Q1] → 69.72% (+1.23%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for DFUS.

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Financial journalist opinion

Based on 3 articles about DFUS published over the past 30 days

The Great Mutual-Fund-to-ETF Migration

The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.

The Great Mutual-Fund-to-ETF Migration

Mutual Funds Are Out & ETFs Are In. Here's Why

Seeking lower-cost options, investors are increasingly opting for ETFs in lieu of mutual funds. That's according to Deloitte, who recently published its 2025 Investment Management Outlook.

Mutual Funds Are Out & ETFs Are In. Here's Why

Advisors Very Comfortable With Active Equity ETFs

Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

Advisors Very Comfortable With Active Equity ETFs

DFUS: A Core Outperformer (Slightly)

Dimensional U.S. Equity ETF offers a chance to outperform core passive benchmarks with a long history and over $9.6 billion in assets. The fund includes nearly 2,500 companies, mirrors the Russell 3000 Index, and has sector weightings similar to the benchmark. DFUS has outperformed its benchmark over the last two years, but potential Tech sector overexposure may be a concern in the current market cycle.

DFUS: A Core Outperformer (Slightly)

Active vs Passive Investing Strategies

Historically, the money in ETFs has been passive, notes Dimensional Fund Advisors' Nicole Hunter. She talks about active versus passive investing strategies, highlighting the Dimensional U.S. Equity ETF (DFUS). She then goes over the disadvantages of indexing, as well as understanding market concentration risks.

Active vs Passive Investing Strategies

Zacks Investment Research

5 Active ETFs Loved by Investors in 1H

JPMorgan Asset Management and Dimensional Fund Advisors make up about 40% of total active ETF assets.

5 Active ETFs Loved by Investors in 1H

DFUS Vs. SPY: Holding Broader ETF Doesn't Really Make A Difference Right Now

Dimensional U.S. Equity ETF has a long history, but may not outperform the SPY due to various reasons listed here. DFUS has a wide spread into small and mid-cap securities, but this hasn't made a significant difference in its performance compared to the SPY. The likelihood of a major rotation out of tech and into other sectors is low, making the SPY a better option for long-term capital appreciation and total return.

DFUS Vs. SPY: Holding Broader ETF Doesn't Really Make A Difference Right Now

DFUS: Lowest Cost Russell 3000 Indexed ETF Gets Buy Rating

DFUS is benchmarked against the Russell 3000 Index, which represents 96% of the US equity market. Dimensional U.S. Equity ETF (DFUS) has lower fees compared to popular iShares and Vanguard Russell 3000 ETFs. Its CAGR is also better. For investor looking for one ETF to cover the entire US equity market, DFUS gets a Buy rating above its competitors.

DFUS: Lowest Cost Russell 3000 Indexed ETF Gets Buy Rating

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