Apple

NVIDIA

Microsoft

Amazon

Alphabet

JPMorgan Chase & Co

Eli Lilly

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Dimensional US Core Equity 2 ETF

DFAC actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation.

Dimensional US Small Cap ETF

Dimensional US Equity ETF

Eaton Vance Short Duration Municipal Income ETF

Eaton Vance Total Return Bond ETF

Fidelity Enhanced Large Cap Core ETF

JPMorgan International Research Enhanced Equity ETF

JPMorgan Equity Focus ETF

The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.

The Great Mutual-Fund-to-ETF Migration

Dimensional U.S. Core Equity 2 ETF is an actively managed fund with a tilt to value and profitability. DFAC is cheaper than the Russell 3000 index regarding valuation ratios, and growth metrics are a bit better too. The Fund's performance has closely followed the benchmark, and compared to other factor-based ETFs, it has lagged behind some competitors.

DFAC: An Equivalent To A Broad Market ETF

Avantis International Small Cap Value ETF

Capital Group Global Growth Equity ETF

Dimensional International Core Equity Market ETF

Dimensional International Core Equity 2 ETF

Dimensional International Small Cap ETF

Dimensional International Value ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Enhanced International ETF

JPMorgan Nasdaq Equity Premium Income ETF

Active ETF strategies have stormed the scene over the past year and are growing at a dizzying pace. First-quarter net inflows into actively managed ETFs surged past the previous record to $66 billion.

Active ETFs: Bright Spots Beyond the Border

ARK Fintech Innovation ETF

ARK Web x.0 ETF

JPMorgan Equity Premium Income ETF

Spear Alpha ETF

Simplify Volt RoboCar Disruption and Tech ETF

Valkyrie Bitcoin Miners ETF

The trend towards active ETFs reflects a broader shift in investment strategies, with advisors and investors alike recognizing the potential benefits of actively managed funds.

Active ETFs' Assets Swelled in 2023: Inside Winners

Capital Group Dividend Value ETF

Federated Hermes Total Return Bond ETF

Grayscale Bitcoin Trust

Parametric Equity Premium Income ETF

T Rowe Price Capital Appreciation Equity ETF

AB Ultra Short Income ETF

To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry's largest ETF-, and most valuable advisor-focused, conference.

Exchange: Reuniting the ETF Community

The Dimensional U.S. Core Equity 2 ETF uses factor investing to pick stocks. Its portfolio consists of over 2,600 securities, with a focus on small-cap value stocks. Unfortunately, the DFAC ETF has underperformed a passive Russell 3000 ETF over the past 5 and 10 years. Furthermore, there is a lack of clarity on the differences between DFAC and its sibling funds, making it difficult for investors to choose the right fund for their objectives.

DFAC: Actively Managed Factor ETF That Underperforms

First Trust NASDAQ Global Auto Index Fund

Fidelity Disruptive Automation ETF

SPDR Gold Trust

iShares Evolved U.S. Discretionary Spending ETF

Amplify Inflation Fighter ETF

Vanguard Energy ETF

Financial Select Sector SPDR Fund

Industrial Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

The year 2023 has proven to be an exceptional year for Wall Street. Now, let's see what ETF trends would be visible in 2024.

5 ETF Predictions for 2024

BNY Mellon Concentrated International ETF

Calamos Convertible Equity Alternative ETF

Dimensional California Municipal Bond ETF

Goldman Sachs Future Consumer Equity ETF

Hartford Schroders Tax-Aware Bond ETF

Franklin Income Focus ETF

JPMorgan US Tech Leaders ETF

PIMCO Multi Sector Bond Active ETF

T Rowe Price International Equity ETF

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment.

8 Under-the-Radar Active ETFs for the Holidays

ARK Genomic Revolution Multi-Sector ETF

ARK Innovation ETF

Amplify Lithium & Battery Technology ETF

Proshares Bitcoin & Ether Strategy Etf

ProShares Bitcoin Strategy ETF

Global X Blockchain ETF

Amplify Transformational Data Sharing ETF

Bitwise Bitcoin And Ether Equal Weight Strategy Etf

VanEck Vectors Digital Transformation ETF

Global X Funds - Global X E-commerce ETF

Global X Telemedicine & Digital Health ETF

Vaneck Ethereum Strategy Etf

Amplify Emerging Markets FinTech ETF

AB Disruptors ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

The Goldman Sachs Future Tech Leaders Equity ETF

ROBO Global Healthcare Technology and Innovation ETF

Amplify Online Retail ETF

iShares Genomics Immunology and Healthcare ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Global X Lithium & Battery Tech ETF

Proshares Online Retail ETF

Global X PropTech ETF

Good Morning, VettaFi Voices! Disruptive innovation is a popular topic, and it encompasses everything from bitcoin and cryptocurrency to electric vehicles to artificial intelligence.

VettaFi Voices On: Accessing Disruptive Innovation

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional US High Profitability ETF

After offering mutual funds for four decades, Dimensional Funds turns three years old as an ETF provider this month. It has been an impressive start and there's much more coming.

Dimensional ETF Success Driven by Demand for Low Cost Active

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Capital Group Growth ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Value ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson AAA CLO ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

iShares Russell 3000 ETF

iShares Russell 3000 ETF and Dimensional U.S. Core Equity 2 ETF are two ETFs centered around the Russell 3000 Index. iShares Russell 3000 ETF takes a passive strategy, while Dimensional U.S. Core Equity 2 ETF follows an active strategy. Both ETFs are reviewed and then compared. That shows both ETFs, despite the strategy differences have similar allocations and performance results.

DFAC Vs. IWV: Two R3000 Index Strategies Compared

iShares Russell 2000 ETF

Simplify Short Term Treasury Futures Strategy ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

In this week's edition of the ETF Issuer League, WisdomTree, Dimensional, Simplify, and Capital Group stood out the most. In each of their respective tiers, those firms saw stand-out inflows or surpassed or neared new milestones.

Issuer League: WisdomTree, Dimensional Up

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

The growing adoption of actively managed ETFs came as major active mutual fund providers entered the ETF fray by converting or cloning existing mutual fund strategies or adding new strategies.

5 Most Popular Actively Managed ETFs

Avantis International Equity ETF

Global X U.S. Infrastructure Development ETF

Global X S&P 500 Covered Call ETF

In this week's edition of the ETF Issuer League, firms across multiple ETF AUM tiers have reason to celebrate. Shops including Avantis, Dimensional, Mirae's Global X suite, and boutique Summit Investments all hit strong weekly inflows for their sizes.

ETF Issuer League: Avantis, GlobalX, Summit Up

Comcast

Edison

General Electric

With $28 billion of net inflows in the first four months of 2023, according to VettaFi LOGICLY data, active ETF investments continue to gain traction with advisors and end clients. Two of the firms benefiting from the trend are Dimensional Funds and Capital Group.

Active ETF Flows Strong in 2023 — Why?

Dimensional US Targeted Value ETF

First Trust Preferred Securities & Income ETF

First Trust Enhanced Short Maturity ETF

BlackRock Ultra Short-Term Bond ETF

ETFs started out as just another form of index-matching alternative to mutual funds. But today, there are now over 1000 actively managed ETFs.

Consider These Market-Beating ETFs Now

First Trust Limited Duration Investment Grade Corporate ETF

This trend is poised to continue this year.

Actively Managed ETFs Claim Outsized Portion of 2023 Inflows

Dimensional US Small Cap Value ETF

Dimensional Fund Advisors (DFA), the largest sub-$100 billion ETF issuer according to VettaFi's ETF Issuer League Table, has ridden 2019's ETF rule and a series of mutual fund conversions to a successful run over the last few years.

DFA Execs Tout Long Term View, New Active Lane

PIMCO Active Bond ETF

Dimensional US Marketwide Value ETF

SPDR S&P 500 ETF Trust

While actively managed ETFs are all the rage, passive funds still dominate total assets.

Top 10 Active ETFs of 2022

With the year drawing to a close, investors can take the opportunity to reflect on the ETF world and the trends that defined the year.

Avantis Stands Out in Top 5 Active Equity ETFs of 2022

Amplify CWP Dividend & Option Income ETF

First Trust Global Tactical Commodity Strategy Fund

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

Vanguard Ultra Short-Term Bond ETF

Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active ETFs gathered $59 billion, according to FactSet data, equal to 12% of the industry's net inflows, despite representing less than 5% of the overall U.S.-listed ETF assets.

Adoption of Active ETFs Is Accelerating

Indexing has its benefits, including broad diversification, greater transparency, and lower costs. However, trying to closely track a commercial index also creates constraints that can limit your return potential.

Put Financial Science to Work for Your Clients

Grayscale Ethereum Trust

 SPDR Blackstone Senior Loan ETF

After being ignored for years, actively managed ETFs are experiencing a renewed interest from investors. A report from Morningstar shows that after active funds of all stripes experienced net outflows from 2015 to 2020, active ETFs saw $87 billion in inflows in 2021, with the total amount of money in active ETFs growing by 44% [.

Morningstar: Active ETFs See Surge in Flows, AUM

Retail investors can now access systematic exchange traded fund solutions backed by Dimensional Fund Advisors' time-tested investment approach. In the recent webcast, Why Systematic Active Over Either Active or Passive, Gerard O'Reilly, co-CEO and CIO of Dimensional Fund Advisors, explained that Dimension's ETF strategies are broadly diversified, have low turnover, and are transparent.

A Systematic Approach Could Help ETF Investors More Efficiently Access the Markets

News for Dimensional US Core Equity 2 ETF ETF (DFAC)