DFUV is an actively managed fund that seeks long-term capital appreciation while maximizing after-tax returns. The fund holds US stocks that the funds advisor considers as having a lower relative price and higher profitability potential. Stocks are evaluated based on fundamental factors such as: price-to-cash flow or price-to-earnings ratios to assess relative price, as well as earnings or profits from operations relative to book value or assets to meausre profitability. In addition, ratios such as recent changes in assets divided by total assets are used to review a firms investment characteristics. Holdings are typically market-cap-weighted but with an active approach, weightings may fluctuate. DFUV launched from a mutual fund conversion, starting with $8.3 billion in assets.
公司网站 :
https://us.dimensional.com/etfs/dfuv/us-marketwide-value-etf
总经理:-
建立时间:2022
公司总部:Dimensional US Marketwide Value ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds