DFSU ETF Analysis: Dimensional US | NYSE

Large Blend | NYSE, USA | Market Cap: 2.263m USD | 12M Return: 16.6% | Charts, Fundamentals & Technical Analysis

U.S. Equities, Small Cap, Value Stocks, Sustainability Focus
Total Rating 52
Safety 54
Buy Signal -0.12
Large Blend
Category Rotation: -1.2
TER: 0.18%
AUM: 2.26B
Avg Turnover: 3.98M
Risk 3d forecast
Volatility13.5%
VaR 5th Pctl2.50%
VaR vs Median2.79%
Reward TTM
Sharpe Ratio0.91
Rel. Str. IBD48.5
Rel. Str. Peer Group52.7
Character TTM
Beta1.022
Beta Downside1.035
Hurst Exponent0.514
Drawdowns 3y
Max DD19.88%
CAGR/Max DD0.88
CAGR/Mean DD6.97

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3.6 years of data

Jan +0.2% 12
Feb -2.3% 14
Mar -7.0% 21
Apr -3.0% 13
May +1.9% 39
Jun -0.6% 12
Jul +0.4% 27
Aug +0.1% 0
Sep -0.3% 0
Oct -2.2% 33
Nov +4.4% 14
Dec -1.5% 12

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DFSU Dimensional US

The Dimensional US Sustainability Core 1 ETF (DFSU) is a passively managed equity fund that tracks a broad, diversified portfolio of U.S. companies across all market capitalizations. It follows a factor-tilted investment approach, overweighting smaller-cap, lower-relative-price (value), and higher-profitability stocks relative to the broader U.S. equity market, while applying sustainability impact screens to adjust holdings. As an exchange-traded fund listed on the NYSE, DFSU offers investors liquid, low-cost access to a sustainability-screened U.S. equity portfolio that blends traditional factor investing with ESG criteria.

Headlines to Watch Out For
  • Sustained ETF inflows boost AUM and management fee revenue
  • Small-cap value tilt amplifies returns during US equity rallies
  • ESG regulation shifts reshape sustainability screening criteria
What is the price of DFSU shares?

As of July 28, 2026, the stock is trading at USD 46.88 with a total of 54,516 shares traded. Over the past week, the price has changed by +0.04%, over one month by +1.12%, over three months by +4.46% and over the past year by +16.63%.

Current recommended Stop Loss: 45.80 (which is 2.3% or 2.3 ATR below the current price).

Is DFSU a buy, sell or hold?

Dimensional US has no consensus analysts rating.