DFUS - DFUS: A Core Outperformer (Slightly)

2024-07-21 04:44:38 ET

Summary

• Dimensional U.S. Equity ETF offers a chance to outperform core passive benchmarks with a long history and over $9.6 billion in assets.
• The fund includes nearly 2,500 companies, mirrors the Russell 3000 Index, and has sector weightings similar to the benchmark.
• DFUS has outperformed its benchmark over the last two years, but potential Tech sector overexposure may be a concern in the current market cycle.

Dimensional has a strong reputation for its factor-based approach to investing, providing strategies and funds that have a chance at outperforming core passive benchmarks. I emphasize the word “chance” here because as we know, anything that isn’t passive tends to have a hard time being worth investor attention. Having said that, I do like their equity offerings....

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