Average Daily Volume
503.5K
Fund Overview
The Dimensional US Equity ETF (DFUS) is designed to provide investors with broad exposure to the U.S. stock market. The fund seeks to achieve long-term capital appreciation by investing in a diversified portfolio of U.S. companies. DFUS employs a systematic, research-driven approach that emphasizes factors such as company size, relative price, and profitability. The fund is structured to offer a cost-effective and tax-efficient way to access a wide range of U.S. equities, making it suitable for both individual and institutional investors. DFUS is part of Dimensional Fund Advisors' lineup, known for its evidence-based investment strategies.
- Asset Class
-
Equity
- Industry
-
N/A
- Annual Dividend Rate
-
- Smart Beta
-
No
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- N/A
- Currency Hedged
-
No
- Portfolio Turnover
-
2 %
- Dividend Date
-
Why Invest in the DFUS ETF?
Potential Benefits
- Broad exposure to the U.S. stock market, providing diversification across sectors and market capitalizations.
- Research-driven approach that emphasizes factors like company size, relative price, and profitability.
- Cost-effective and tax-efficient structure, making it suitable for long-term investors.
- Backed by Dimensional Fund Advisors, a firm with a strong reputation for evidence-based investing.
Potential Risks
- Market risk: The fund's performance is tied to the overall U.S. stock market, which can be volatile.
- Factor risk: The fund's emphasis on certain factors (e.g., relative price) may underperform in certain market conditions.
- Concentration risk: While diversified, the fund may still have significant exposure to specific sectors or large-cap stocks.
- Management risk: The systematic approach may not always outperform passive index-tracking strategies.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+1.5%
|
-0.7%
|
-5.0%
|
+10.4%
|
+5.3%
|
-0.3%
|
-0.4%
|
+2.5%
|
-0.5%
|
+2.3%
|
-
|
-
|
| 2025 |
+3.1%
|
-1.9%
|
-5.9%
|
-0.9%
|
+6.6%
|
+5.1%
|
+2.3%
|
+2.4%
|
+3.5%
|
+2.3%
|
+0.2%
|
+0.1%
|
| 2024 |
+1.3%
|
+5.4%
|
+3.2%
|
-4.1%
|
+4.7%
|
+3.1%
|
+1.8%
|
+2.0%
|
+2.1%
|
-0.8%
|
+6.7%
|
-2.9%
|
| 2023 |
+6.3%
|
-2.2%
|
+3.0%
|
+1.2%
|
+0.5%
|
+6.9%
|
+3.6%
|
-1.8%
|
-4.7%
|
-2.6%
|
+9.3%
|
+5.1%
|
| 2022 |
-5.6%
|
-2.6%
|
+3.4%
|
-9.1%
|
+0.2%
|
-8.4%
|
+9.3%
|
-3.8%
|
-9.0%
|
+8.4%
|
+5.2%
|
-5.6%
|
| 2021 |
-0.8%
|
+3.1%
|
+3.8%
|
+5.3%
|
+0.5%
|
+2.4%
|
+2.2%
|
+2.9%
|
-4.5%
|
+6.7%
|
-0.9%
|
+4.1%
|
| 2020 |
-0.2%
|
-8.3%
|
-13.4%
|
+13.2%
|
+5.4%
|
+2.2%
|
+5.8%
|
+7.5%
|
-3.8%
|
-2.2%
|
+11.7%
|
+4.5%
|
| 2019 |
+8.3%
|
+3.6%
|
+1.3%
|
+4.2%
|
-6.7%
|
+7.2%
|
+1.5%
|
-2.2%
|
+1.8%
|
+2.2%
|
+3.9%
|
+2.9%
|
| 2018 |
+5.7%
|
-3.6%
|
-2.3%
|
+0.3%
|
+2.7%
|
+0.5%
|
+3.5%
|
+3.5%
|
+0.3%
|
-7.5%
|
+1.9%
|
-9.3%
|
| 2017 |
+1.9%
|
+3.7%
|
+0.1%
|
+1.1%
|
+1.2%
|
+0.8%
|
+1.9%
|
+0.1%
|
+2.5%
|
+2.3%
|
+3.0%
|
+1.1%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
AAPL
|
APPLE INC |
6.1 % |
|
NVDA
|
NVIDIA CORP |
5.5 % |
|
MSFT
|
MICROSOFT CORP |
5.2 % |
|
AMZN
|
AMAZON.COM INC |
3.5 % |
|
META
|
META PLATFORMS INC CLASS A |
2.4 % |
|
BRK-B
|
BERKSHIRE HATHAWAY INC CLASS B |
1.8 % |
|
GOOGL
|
ALPHABET INC CLASS A |
1.7 % |
|
AVGO
|
BROADCOM INC |
1.7 % |
|
GOOG
|
ALPHABET INC CLASS C |
1.6 % |
|
TSLA
|
TESLA INC |
1.3 % |
Top 10 holdings shown, out of 2 total holdings.
Related ETFs: DFUS vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
The Dimensional US Equity ETF (DFUS) employs a systematic, research-driven approach to invest in a diversified portfolio of U.S. companies. The fund seeks to capture the performance of the U.S. equity market while emphasizing factors such as company size, relative price, and profitability. DFUS does not track a specific index but instead uses a rules-based methodology to select and weight securities. The fund primarily holds common stocks of U.S. companies across various market capitalizations. The portfolio is rebalanced periodically to maintain its target exposures and to incorporate new research insights.
Frequently Asked Questions
What factors does DFUS emphasize in its investment strategy?
DFUS focuses on factors such as company size, relative price, and profitability in its research-driven approach to stock selection.
How does DFUS differ from traditional index-tracking ETFs like VTI or SPY?
Unlike market-cap-weighted ETFs, DFUS uses a systematic, factor-based approach to select and weight securities, which may lead to different performance outcomes.
Is DFUS suitable for long-term investors?
Yes, DFUS is designed for long-term capital appreciation and offers a cost-effective, tax-efficient way to invest in U.S. equities.
What types of companies does DFUS invest in?
DFUS invests in a diversified portfolio of U.S. companies across various sectors and market capitalizations, from small-cap to large-cap stocks.
Industry Overview
The Dimensional US Equity ETF (DFUS) provides exposure to the broad U.S. equity market, which includes companies across various sectors such as technology, healthcare, financials, and consumer goods. Investing in U.S. equities offers the potential for long-term growth, as the U.S. market is one of the largest and most liquid in the world. DFUS is particularly appealing for investors seeking a systematic, research-driven approach to equity investing, as it incorporates factors like company size, relative price, and profitability. The U.S. market is influenced by macroeconomic factors such as interest rates, corporate earnings, and geopolitical events, making it important for investors to maintain a diversified portfolio.
Alternative Comparison
Compared to broad-market ETFs like VTI or ITOT, DFUS differentiates itself through its research-driven, factor-based approach. While VTI and ITOT track market-cap-weighted indexes, DFUS emphasizes factors like relative price and profitability, which may lead to different performance outcomes. Another peer, SCHB, also offers broad U.S. equity exposure but at a lower expense ratio. However, DFUS's systematic approach may appeal to investors seeking a more nuanced strategy than traditional market-cap-weighted indexing. Unlike some competitors that focus solely on large-cap stocks, DFUS provides exposure across market capitalizations.
Issuer Overview
Dimensional Fund Advisors (DFA) is a globally recognized investment firm known for its evidence-based approach to investing. Founded in 1981, DFA integrates academic research with practical portfolio management to deliver cost-effective and tax-efficient investment solutions. The firm is particularly known for its focus on factor-based investing and its long-term perspective. DFA manages a wide range of mutual funds and ETFs, catering to both individual and institutional investors.
Conclusion
The Dimensional US Equity ETF (DFUS) offers investors a research-driven, factor-based approach to U.S. equity investing. With its emphasis on company size, relative price, and profitability, DFUS aims to deliver long-term capital appreciation while maintaining diversification across sectors and market caps. The fund's cost-effective and tax-efficient structure, combined with Dimensional Fund Advisors' expertise, makes it a compelling option for investors seeking a systematic alternative to traditional index-tracking ETFs. However, investors should be aware of the risks associated with factor investing and market volatility.
Boost Your Returns with SectorSurfer
Award-winning investment strategy automation