DFUV Profile
The Dimensional U.S. Marketwide Value ETF is strategically designed to invest in a wide array of U.S. equities identified as value stocks by the fund's advisor. This ETF targets companies across all market capitalizations that exhibit characteristics typical of value investing, such as lower price-to-earnings ratios and higher dividend yields. By focusing on these value stocks, the fund aims to capitalize on potential price appreciation driven by the market's recognition of their intrinsic value.
The fund’s investment approach emphasizes a broad and diverse selection of value-oriented securities, ensuring extensive coverage across various sectors and company sizes. The advisor employs a disciplined process to identify undervalued stocks that have the potential for substantial long-term growth. This strategy involves evaluating fundamental financial metrics and market conditions to select equities that align with the value investing philosophy.
In addition to its direct equity investments, the fund utilizes futures contracts and options on futures contracts related to U.S. equity securities and indices. These derivatives are used strategically to adjust the fund's equity market exposure based on anticipated or actual cash flows into or out of the portfolio. This flexible approach allows the fund to manage and optimize its exposure to market fluctuations, enhancing its ability to achieve its investment objectives.
The Dimensional U.S. Marketwide Value ETF is designed for investors seeking a comprehensive value investment strategy with broad market exposure. By combining a focus on value stocks with the strategic use of derivatives, the fund aims to deliver long-term capital appreciation while managing risk through tactical adjustments to its market exposure. This approach positions the fund to benefit from market inefficiencies and opportunities within the value investing space.
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