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DFUSX DFA US Large Company I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to approximate the total investment return of the S&P 500® Index. The fund generally invests in the stocks that comprise the S&P 500® Index in approximately the proportions they are represented in the S&P 500® Index. Under normal market conditions, at least 95% of the fund's net assets will be invested in the stocks that comprise the S&P 500® Index. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Market Cap

The average market capitalization across the DFA US Large Company I MF is 2T. The market cap for tickers in the group ranges from 632.33B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the DFA US Large Company I MF was 54%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 3 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com
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DFUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFUSX has been closely correlated with VFFSX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFUSX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFUSX
1D Price
Change %
DFUSX100%
-1.29%
VFFSX - DFUSX
97%
Closely correlated
-1.31%
VTSMX - DFUSX
97%
Closely correlated
-1.31%
VITSX - DFUSX
97%
Closely correlated
-1.31%
VTSAX - DFUSX
97%
Closely correlated
-1.31%
VSMPX - DFUSX
97%
Closely correlated
-1.30%
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