Dimensional Large Cap Etf Profile
| DFVX Etf | 61.26 0.20 0.33% |
Performance8 of 100
|
Dimensional Large is trading at 61.26 as of the 8th of May 2024; that is 0.33 percent increase since the beginning of the trading day. The etf's open price was 61.06. Dimensional Large has 50 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading days. Equity ratings for Dimensional Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of February 2024 and ending today, the 8th of May 2024. Click here to learn more.
Dimensional Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dimensional Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dimensional Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 2023-11-01 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 174.06 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citi Fund Services Ohio, Inc. |
| Advisor | Dimensional Fund Advisors LP |
| Custodian | Citibank, N.A. |
| Distributor | DFA Securities LLC |
| Portfolio Manager | Jed Fogdall, John Hertzer, Joseph Hohn, Mary Phillips |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 311 |
| Market Maker | Citadel |
| Total Expense | 0.23 |
| Management Fee | 0.19 |
| Country Name | USA |
| Code | DFVX |
| Updated At | 6th of May 2024 |
| Name | Dimensional US Large Cap Vector ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01JXBYNY1 |
| Type | ETF |
Dimensional Large Cap [DFVX] is traded in USA and was established null. The fund is not classified under any group at this time. The fund currently have in assets under management (AUM).
Check Dimensional Large Probability Of Bankruptcy
Geographic Allocation (%)
Dimensional Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dimensional Large jumping above the current price in 90 days from now is about 30.42%. The Dimensional Large Cap probability density function shows the probability of Dimensional Large etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Dimensional Large Cap has a beta of -0.1372 suggesting as returns on the benchmark increase, returns on holding Dimensional Large are expected to decrease at a much lower rate. During a bear market, however, Dimensional Large Cap is likely to outperform the market. Additionally, dimensional Large Cap has an alpha of 0.075, implying that it can generate a 0.075 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dimensional Large to move above the current price in 90 days from now is about 30.42 (This Dimensional Large Cap probability density function shows the probability of Dimensional Etf to fall within a particular range of prices over 90 days) .
Dimensional Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dimensional Large market risk premium is the additional return an investor will receive from holding Dimensional Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dimensional Large's alpha and beta are two of the key measurements used to evaluate Dimensional Large's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0699 | |||
| Jensen Alpha | 0.075 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0012 |
Dimensional Large Against Markets
Picking the right benchmark for Dimensional Large etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dimensional Large etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dimensional Large is critical whether you are bullish or bearish towards Dimensional Large Cap at a given time. Please also check how Dimensional Large's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dimensional Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Piotroski F Score Now
Piotroski F ScoreGet Piotroski F Score based on the binary analysis strategy of nine different fundamentals |
| All Next | Launch Module |
How to buy Dimensional Etf?
Before investing in Dimensional Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dimensional Large. To buy Dimensional Large etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dimensional Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dimensional Large etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dimensional Large Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dimensional Large Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Dimensional Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Dimensional Etf please use our How to Invest in Dimensional Large guide.
Already Invested in Dimensional Large Cap?
The danger of trading Dimensional Large Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dimensional Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dimensional Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dimensional Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Dimensional Large Cap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Dimensional Large's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Dimensional Large Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Dimensional Large Cap Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Large Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Dimensional Large Cap is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional Large's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional Large's market value can be influenced by many factors that don't directly affect Dimensional Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.