Dimensional US Vector Equity ETF is an actively managed value-leaning ETF from Dimensional that emphasizes broad diversification, smaller size, and high profitability. Its expense ratio is reasonable at 0.25%. Unique to DXUV are double-digit estimated earnings growth rates, about 4-5% better than passively managed value funds like VTV. Its 15.51x forward P/E ratio is also about one point cheaper. However, drawbacks include higher volatility and questionable quality, which make the portfolio riskier in down markets. Assuming DFVEX, Dimensional's similarly structured mutual fund, is a reasonable proxy, the approach wasn't beneficial.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51,124 | $3.03M | $3.45M | $418,705.56 | 13.8% |
Chris Williams Applied Capital LLC | 15,339 | $820,498.57 | $1.03M | $213,041.72 | 25.96% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 111,973 | $6.44M | $7.55M | $1.11M | 17.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 643 | $42,611.61 | $43,344.63 | $733.02 | 1.72% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 788,878 | $42.1M | $53.27M | $11.17M | 26.54% |
| ARCA Exchange | US Country |
Dimensional Fund Advisors LP stands as a beacon in the financial sector, integrating an array of functions including research, portfolio design, portfolio management, and trading to attain its investment objective. This comes together under an overarching strategy aimed at offering investors exposure to emerging market equity investments. Emphasizing a disciplined investment approach, the Advisor commits to investing at least 80% of the fund's net assets in this domain under normal conditions, underscoring its dedication to leveraging opportunities in emerging markets.
The comprehensive suite of products and services provided by Dimensional Fund Advisors LP is tailored to meet the diverse needs of its clientele, focusing on maximizing investment opportunities in emerging markets. The offerings encompass: