Dimensional U.S. Equity ETF $DFUS is Crown Wealth Group LLC’s Largest Position
Crown Wealth Group LLC raised its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.8% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 636,576 shares of the company's stock after buying an additional 11,346 shares during the
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
DFUS: An Efficient Way To Follow The Broader Market
DFUS offers broad diversification beyond the S&P 500, with significant mega-cap exposure and unique tax advantages for taxable accounts. The fund boasts a strong track record of outperformance versus its benchmark and peers, supported by low management fees of just 0.09%. DFUS's risk lies in current high US equity valuations and its active management, but its long-term outlook remains attractive.
Bet On Broader Market ETFs to Play a Three-Year High CEO Confidence
The Conference Board's measure of CEO confidence rose by nine points in the first quarter of 2025, reaching a reading of 60 -- the highest level since 2022.
Mutual Funds Are Out & ETFs Are In. Here's Why
Seeking lower-cost options, investors are increasingly opting for ETFs in lieu of mutual funds. That's according to Deloitte, who recently published its 2025 Investment Management Outlook.
DFUS: A Core Outperformer (Slightly)
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.
5 Active ETFs Loved by Investors in 1H
JPMorgan Asset Management and Dimensional Fund Advisors make up about 40% of total active ETF assets.
