(DFAU) Dimensional US Core Equity - Ratings and Ratios

The Dimensional US Core Equity Market ETF (DFAU) is designed to capture the returns of the U.S. equity market with a systematic tilt toward smaller companies, lower relative price, and higher profitability compared to the broader market. This approach aims to enhance returns by focusing on dimensions of expected returns identified through academic research. The fund typically holds a diversified portfolio of U.S. stocks, with an emphasis on smaller capitalization companies, which historically have offered higher expected returns over the long term.

As part of its investment strategy, the fund may adjust its exposure to specific companies based on shorter-term considerations, such as price momentum or short-term reversals. This flexibility allows the advisor to tactically manage the portfolio while maintaining its core investment objectives. The fund’s systematic approach ensures consistency in its investment process, aligning with the principles of dimensional investing.

DFAU is structured as an ETF, listed on NYSE ARCA, with a total AUM of approximately $7.6 billion. It falls under the Large Blend ETF category, reflecting its broad exposure to U.S. equities. The fund’s design makes it suitable for investors seeking a low-cost, efficient way to gain exposure to the U.S. equity market with a tilt toward smaller and more profitable companies. Its disciplined investment approach and systematic rebalancing aim to deliver returns that align with the market’s expected premiums over time.