Apple

NVIDIA

Microsoft

Amazon

Tesla

Alphabet

Broadcom

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Dimensional US Equity ETF

DFUS actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation.

Avantis U.S. Small Cap Value ETF

JPMorgan BetaBuilders Europe ETF

Invesco Senior Loan ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

Janus Henderson AAA CLO ETF

JPMorgan Equity Premium Income ETF

PIMCO Enhanced Short Maturity Active ETF

Neos Nasdaq-100 High Income ETF

Global X NASDAQ 100 Covered Call ETF

Invesco S&P 500 Equal Weight ETF

Schwab US Dividend Equity ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

Neos S&P 500 High Income ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.

The ETF Flowdown: Wrapping Up 2024

Avantis US Equity ETF

SPDR Dow Jones Industrial Average ETF

iShares S&P 500 Value ETF

iShares Russell Top 200 ETF

Roundhill Magnificent Seven ETF

Invesco QQQ

Invesco Nasdaq 100 ETF

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

T Rowe Price Blue Chip Growth ETF

Direxion Daily Technology Bull 3x Shares

ProShares UltraPro QQQ

iShares MSCI USA Value Factor ETF

Vanguard S&P 500 ETF

Vanguard Growth ETF

My friend and industry veteran Dave Nadig used to call the exercise of interpreting ETF asset flows as “reading the tea leaves.” I have always loved that image because it suggests asset flows can be telling, but they are also open to interpretation.

Where ETF Investors Put Money to Work on Election Week

Dimensional US Core Equity 2 ETF

Dimensional US Small Cap 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

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.

Mutual Funds Are Out & ETFs Are In. Here's Why

Blackrock Large Cap Value Etf

Fidelity Blue Chip Growth ETF

T Rowe Price US Equity Research ETF

Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

Advisors Very Comfortable With Active Equity ETFs

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.

DFUS: A Core Outperformer (Slightly)

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Active Growth ETF

GraniteShares 2x Long NVDA Daily ETF

JPMorgan Asset Management and Dimensional Fund Advisors make up about 40% of total active ETF assets.

5 Active ETFs Loved by Investors in 1H

SPDR S&P 500 ETF Trust

Dimensional U.S. Equity ETF has a long history, but may not outperform the SPY due to various reasons listed here. DFUS has a wide spread into small and mid-cap securities, but this hasn't made a significant difference in its performance compared to the SPY. The likelihood of a major rotation out of tech and into other sectors is low, making the SPY a better option for long-term capital appreciation and total return.

DFUS Vs. SPY: Holding Broader ETF Doesn't Really Make A Difference Right Now

DFUS is benchmarked against the Russell 3000 Index, which represents 96% of the US equity market. Dimensional U.S. Equity ETF (DFUS) has lower fees compared to popular iShares and Vanguard Russell 3000 ETFs.  Its CAGR is also better. For investor looking for one ETF to cover the entire US equity market, DFUS gets a Buy rating above its competitors.

DFUS: Lowest Cost Russell 3000 Indexed ETF Gets Buy Rating

Avantis International Small Cap Value ETF

Avantis Emerging Markets Equity ETF

Vanguard Total Bond Market ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

First Trust TCW Opportunistic Fixed Income 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 S&P 100 ETF

Invesco S&P 500 Quality ETF

Are you a growth or value investor? If you are unsure, you're probably well suited to own one or two large-blend ETFs.

3 Rock-Solid Large-Blend ETFs to Buy for the Long Haul

Dimensional US Targeted Value ETF

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

ARK Innovation ETF

Grayscale Ethereum Trust

First Trust Preferred Securities & Income ETF

Grayscale Bitcoin Trust

JPMorgan Ultra-Short Income 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

ProShares Bitcoin Strategy ETF

Fidelity Magellan ETF

The Goldman Sachs Future Planet Equity ETF

iShares Self-Driving EV and Tech ETF

iShares Core MSCI Emerging Markets ETF

iShares Core Total USD Bond Market ETF

Keep your eye on ETF flows, the attention active management is getting and thematic ETFs' growth.

What To Watch For In ETFs In 2022

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

SmartETFs Asia Pacific Dividend Builder ETF

SmartETFs Dividend Builder ETF

The four funds represent almost $10 billion in assets under management.

JP Morgan To Convert 4 Mutual Funds

iShares Russell Mid-Cap Growth ETF

Invesco KBW Property & Casualty Insurance ETF

YieldShares High Income ETF

In the vast sea of exchange-traded funds, these seven could generate lucrative returns for investors in the coming months. The post 7 of the Best Funds to Buy for Income and Growth appeared first on InvestorPlace.

7 of the Best Funds to Buy for Income and Growth

Dimensional US Core Equity Market ETF 

We discuss DFA's ETF conversions and midyear outlook

Dimensional's Mutual Fund to ETF Conversion, Midyear Outlook & More

Dimensional's Mutual Fund to ETF Conversion, Midyear Outlook and More

The active manager's mutual-fund-to-ETF conversion can serve as a blueprint to other would-be ETF issuers.

Dimensional Provides ETF Conversion Map

NEW YORK--(BUSINESS WIRE)--Citi has successfully supported the industry's largest mutual fund to ETF conversion for Dimensional Fund Advisors. The conversion includes four US tax-managed mutual funds into active transparent ETFs totaling $29bn in assets: Dimensional U.S. Equity ETF (NYSE: DFUS), Dimensional U.S. Small Cap ETF (NYSE: DFAS), Dimensional U.S. Targeted Value ETF (NYSE: DFAT) and Dimensional U.S. Core Equity 2 ETF (NYSE: DFAC). The ETFs listed on June 14, 2021. “Citi has been a long

Citi Supports the Industry's Largest Mutual Fund to ETF Conversion

The exchange-traded fund format should bolster Dimensional's tax-efficient strategy for some of its mutual funds, the firm's co-CEO says.

Dimensional just converted $30 billion worth of mutual funds to ETFs. What it could mean for the industry

News for Dimensional US Equity ETF ETF (DFUS)