Dimensional U.S. Equity ETF

DFUS: Different Approach, Same Concentration Risk

The Dimensional U.S. Equity Market ETF offers broad U.S. equity exposure with an active, market-cap-weighted approach emphasizing smaller caps, value, and profitability. DFUS remains heavily concentrated in mega-cap tech stocks, with the top 10 holdings representing 36.1% of assets, increasing concentration risk. Large-cap valuations command a 27.3% premium over mid-caps for less than a 1% earnings growth advantage, challenging the risk-reward profile.

Empowered Funds LLC Reduces Position in Dimensional U.S. Equity ETF $DFUS

Dimensional U.S. Equity ETF $DFUS Holdings Raised by Apella Capital LLC

Apella Capital LLC increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 0.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,199,716 shares of the company's stock after acquiring an additional 19,165 shares during the

Dimensional U.S. Equity ETF $DFUS Shares Purchased by Cetera Investment Advisers

Cetera Investment Advisers boosted its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 39.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 661,366 shares of the company's stock after purchasing an additional 188,144 shares during the

DFUS: A Hold While Macro Pressure Meets Crowded Optimism

Dimensional U.S. Equity Market ETF is rated Hold due to macro risks, tech concentration, and AI-driven uncertainty. DFUS has underperformed large-cap value, equal-weighted S&P 500, and high-dividend ETFs, reflecting risk-off sentiment and tech sector headwinds. Tech and communication stocks comprise nearly half of DFUS, making it highly sensitive to interest rates and inflation expectations.

First National Bank & Trust Co. of Newtown Increases Holdings in Dimensional U.S. Equity ETF $DFUS

First National Bank and Trust Co. of Newtown boosted its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 7.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 116,849 shares of the company's stock after purchasing

Dimensional U.S. Equity ETF $DFUS is Crown Wealth Group LLC’s Largest Position

Financial Plan Inc. Takes Position in Dimensional U.S. Equity ETF $DFUS

Financial Plan Inc. purchased a new stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 15,393 shares of the company's stock, valued at approximately $1,142,000. A number of other large investors have also made changes