(DFUS) Dimensional U.S. Equity - Ratings and Ratios

Dimensional U.S. Equity ETF (DFUS) is designed to provide exposure to U.S. equities through a systematic, evidence-based approach. The fund typically allocates at least 80% of its net assets to U.S. company securities, reflecting a commitment to domestic market opportunities. This structure ensures a core equity position, suitable for investors seeking broad U.S. market exposure.

The fund employs derivatives, such as futures and options on futures, to manage equity exposure dynamically. This strategy allows the fund to adjust its market position based on cash flow expectations, optimizing portfolio efficiency without disrupting its core holdings. Such active management aims to enhance returns and manage risks effectively.

With substantial assets under management, DFUS offers diversification across U.S. companies, spanning various market capitalizations. It serves as a foundational holding for portfolios, combining the stability of large-cap stocks with the growth potential of smaller companies. This blend is designed to capture broad market performance while maintaining liquidity for investor needs.

Notably, DFUS does not rely on traditional valuation metrics like P/E or P/B, as its market-cap weighting inherently incorporates such factors. This approach aligns with its passive, evidence-based strategy, focusing on long-term market returns rather than short-term valuation fluctuations. Investors in DFUS gain a diversified, efficient core equity exposure, supported by a robust investment framework.