BenzingaT3·6mo ago
HFBL Home Federal Bancorp, Inc. of Louisiana
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
HFBL
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Key stats
Related
About
- Industry (SIC)
- SAVINGS INSTITUTION, FEDERALLY CHARTERED (6035) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 76
- List Date
- 2005-01-21
- CIK
- 0001500375
- Headquarters
- Shreveport, LA
- Homepage
- https://www.hfb.bank
Home Federal Bancorp Inc of louisiana operates as a bank holding company. Through its subsidiary, a federally chartered stock savings bank, it provides financial services to individuals, corporate entities, and other organizations. Its core activities consist of attracting deposits from the general public and using those funds to originate loans to the residential, commercial, and multi-family segments. The company also invests in securities held-to-maturity and securities available for sale.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 3.03% | 1.21% | 3.80% | -7.19% | -0.31% | 2.42% | 0.49% |
| Feb | 6.22% | 3.08% | 0.06% | -6.89% | -0.62% | 2.78% | 0.77% |
| Mar | 0.49% | -4.60% | 0.18% | 0.86% | 1.16% | -8.61% | -1.75% |
| Apr | 1.06% | -1.14% | 7.31% | -6.07% | -0.85% | 6.48% | 1.13% |
| May | 4.28% | -5.71% | -24.32% | 0.87% | -0.77% | 2.89% | -3.79% |
| Jun | 13.04% | 0.20% | 3.24% | -1.12% | -1.44% | 10.36% | 4.05% |
| Jul | -2.37% | -7.41% | 5.08% | 6.70% | -2.95% | 13.99% | 2.17% |
| Aug | -0.66% | -6.31% | -3.04% | 0.03% | 2.54% | 5.65% | -0.30% |
| Sep | 1.79% | -3.11% | -1.02% | 0.00% | 2.08% | -1.04% | -0.22% |
| Oct | 1.61% | -6.48% | -14.52% | 0.16% | 18.52% | -13.33%* | -2.34% |
| Nov | 4.20% | 1.21% | 6.82% | 1.64% | 0.60% | -- | 2.89% |
| Dec | 3.20% | -6.35% | 10.99% | 2.20% | 15.31% | -- | 5.07% |
| Total | 41.32% | -30.74% | -10.84% | -9.32% | 35.73% | 20.15% | 7.72% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $24.53
SMA 50: $24.25
SMA 200: $19.38
Current: $22.00
EMA 12: $23.81
EMA 26: $24.20
MACD: -0.3902 | Signal: -0.3695
BEARISH
ADX (14): 14.54
RANGE
+DI: 29.72
−DI: 45.13
Momentum Oscillators
RSI (14): 34.13
NEUTRAL
Stoch %K: 6.53
Stoch %D: 5.09
Williams %R: -87.13
Volume & Volatility
BB Upper: $26.61
BB Lower: $22.45
OVERSOLD
OBV: 293,518
Vol SMA 20: 3,008
Vol ROC: 13.22%
ATR: $0.80
True Range: $1.00
HV 20: 62.9%
HV 30: 56.4%
HV 60: 55.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-01-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
This report analyzes Home Federal Bancorp, Inc. of Louisiana (HFBL) stock based on technical indicators, recent news headlines, risk metrics, and market context.
Overall Assessment: NEUTRAL (Confidence level: 6/10)
Key Drivers and Primary Risks:
- Positive news sentiment driving the stock price
- Low volatility, indicating a stable market environment
- No earnings data available for analysis
2-3 sentence Investment Thesis: HFBL is trading within a consolidation range, with no clear trend direction. Recent positive news headlines have contributed to the uptrend, but low volatility and lack of earnings data hinder further upside potential.
Recent News Sentiment Impact: Positive news sentiment has been consistent over the past year, driving the stock price higher.
Technical Analysis
Trend Direction: NEUTRAL (no clear trend direction)
Support/Resistance Levels:
- SMA 20: $17.62
- SMA 50: $18.01
- Upper Bollinger Band: $19.32
- Middle Bollinger Band: $17.62
Momentum Signals:
- RSI (14): 53.55 (neutral)
- MACD: -0.12 / Signal: 0.08 / Histogram: -0.20 (bearish)
Volume Analysis: Low volume, indicating a lack of institutional interest.
News & Sentiment Analysis
Recent Headlines Summary: Positive dividend announcements and stock repurchase programs have driven the news sentiment.
Sentiment Assessment: POSITIVE (consistent positive news headlines over the past year)
Catalyst Identification: No upcoming earnings or significant events to drive market movements.
Market Narrative: The recent uptrend is primarily driven by positive news sentiment, with no clear technical trend direction.
Risk & Volatility Assessment
Beta Interpretation: LOW RISK (beta of 0.20 indicates low volatility relative to the market)
Volatility Regime: Low volatility regime, indicating a stable market environment.
Options Market Signals: No options data available for analysis.
Downside Protection: SMA 200 provides support at $15.08; however, no clear risk management strategies can be identified due to the lack of earnings data and low volume.
Market Context & Positioning
Sector Performance: HFBL is outperforming its sector peers.
Institutional Activity: Low institutional interest, indicating a lack of buying pressure.
Correlation Analysis: Correlated with the market (R-squared: 0.08).
Relative Valuation: Trading within a consolidation range, with no clear relative valuation trend.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $17.62
- SMA 50: $18.01
- Upper Bollinger Band: $19.32
- Middle Bollinger Band: $17.62
Breakout/Breakdown Levels: No clear breakout or breakdown levels can be identified due to the lack of earnings data and low volume.
Time-Sensitive Catalysts: No upcoming earnings or significant events to drive market movements.
Risk Management: Focus on preserving capital in this low-volatility environment; no specific risk management strategies can be recommended without further earnings data.
Generated
News
All HFBL news →
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HFBL Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.0144
Alpha: 73.85%
Correlation: 0.0036
R-Squared: 0.0%
Stock Volatility: 52.1%
Market Volatility: 13.2%
Analysis Details
Benchmark: SPY
Data Points: 184
Period: 252 trading days
Data Points: 184
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
HFBL Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
HFBL Insider Trading (Form 4)
Latest: 2026-09-29Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | Mary L Jones | Sr. VP Retail & COO* | Mixed | +4,011 | $12.62 | $19.2K | EDGAR |
| 2026-08-06 | James R Barlow | Chairman, President & CEO*** | Disp (D) | −2,483 | $23.00 | -$57.1K | EDGAR |
| 2026-08-06 | James R Barlow | Chairman, President & CEO*** | Disp (D) | −2,483 | $23.00 | -$57.1K | EDGAR |
| 2026-07-22 | Timothy W. Wilhite | Director | Exer (M) | +3,000 | $11.86 | $35.6K | EDGAR |
| 2026-07-10 | Scott D Lawrence | Director | Exer (M) | +1,800 | $11.86 | $21.3K | EDGAR |
| 2026-04-15 | Mark Malloy Harrison | Director | Exer (M) | +2,000 | $11.86 | $23.7K | EDGAR |
| 2026-01-06 | Timothy W. Wilhite | Director | Exer (M) | +6,000 | $11.86 | $71.2K | EDGAR |
| 2025-12-22 | Scott D Lawrence | Director | Award (A) | +5,000 | — | EDGAR | |
| 2025-12-22 | Thomas Steen Trawick Jr | Director | Award (A) | +3,750 | — | EDGAR | |
| 2025-12-22 | Brad Ezernack | EVP & Chief Financial Officer | Award (A) | +2,500 | — | EDGAR | |
| 2025-12-22 | Mark Malloy Harrison | Director | Award (A) | +5,000 | — | EDGAR | |
| 2025-12-22 | Donna C. Lewis | Executive Vice President* | Award (A) | +2,500 | — | EDGAR | |
| 2025-12-22 | Timothy W. Wilhite | Director | Award (A) | +5,000 | — | EDGAR | |
| 2025-12-22 | James R Barlow | Chairman, President & CEO*** | Award (A) | +5,000 | — | EDGAR | |
| 2025-11-19 | James R Barlow | Chairman, President & CEO*** | Disp (D) | −4,179 | $15.36 | -$64.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
HFBL Insider Holdings
10 insiders · @ $22.00
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James R Barlow | Chairman, President & CEO*** | 128,050 | $2.82M | -$166.7K | 57 | 2026-08-06 |
| 2 | Scott D Lawrence | Director | 86,202 | $1.90M | $37.5K | 18 | 2026-07-10 |
| 3 | K Matthew Sawrie | SVP Commercial Lending* | 81,880 | $1.80M | $4.5K | 26 | 2025-05-19 |
| 4 | Mark Malloy Harrison | Director | 58,594 | $1.29M | $0 | 16 | 2026-04-15 |
| 5 | Timothy W. Wilhite | Director | 51,896 | $1.14M | -$179.0K | 21 | 2026-07-22 |
| 6 | Mary L Jones | Sr. VP Retail & COO* | 39,904 | $877.9K | $0 | 10 | 2026-09-29 |
| 7 | Thomas Steen Trawick Jr | Director | 20,779 | $457.1K | -$110.7K | 17 | 2025-12-22 |
| 8 | Glen W. Brown | SVP & Chief Financial Officer | 6,635 | $146.0K | -$259.1K | 25 | 2024-11-13 |
| 9 | Donna C. Lewis | Executive Vice President* | 5,582 | $122.8K | $0 | 2 | 2025-12-22 |
| 10 | Brad Ezernack | EVP & Chief Financial Officer | 2,993 | $65.9K | $0 | 1 | 2025-12-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
HFBL Board & Officers
As of SEC filings through Sep 29, 2026Directors 5
- James R Barlow · since Dec 21, 2010
- Mark Malloy Harrison · since Dec 21, 2010
- Scott D Lawrence · since Dec 21, 2010
- Timothy W. Wilhite · since Dec 21, 2010
- Thomas Steen Trawick Jr · on file since Feb 2012
Officers 5
- James R Barlow · Chairman, President & CEO*** · listed since Oct 2020
- Donna C. Lewis · Senior Vice President* · since Jan 18, 2023
- Brad Ezernack · Chief Financial Officer · since Jan 1, 2025
- Mary L Jones · Sr. VP Retail & COO* · listed since Dec 2021
- K Matthew Sawrie · SVP Commercial Lending* · listed since Aug 2011
Changes in the last 10 years (10)
| Jan 15, 2025 | The company announced the departure of David Barber as SVP Mortgage Lending *** in an SEC filing |
| Jan 1, 2025 | Brad Ezernack became Chief Financial Officer |
| Feb 14, 2024 | The company announced the departure of Glen W. Brown as SVP & Chief Financial Officer in an SEC filing |
| Jan 18, 2023 | Donna C. Lewis became Senior Vice President* |
| Dec 14, 2021 | Mary L Jones listed as Sr. VP Retail & COO* (previously SVP Retail & COO*) in SEC filings |
| Oct 28, 2020 | James R Barlow listed as Chairman, President & CEO*** (previously President & CEO***) in SEC filings |
| Jun 12, 2019 | Mary L Jones listed as SVP Retail & COO* (previously SVP Retail & Deposit Ops.*) in SEC filings |
| Oct 30, 2018 | Daniel R Herndon listed as Chairman of the Board*** (previously Executive Chairman) in SEC filings |
| Sep 20, 2017 | James R Barlow listed as President & CEO*** (previously President & COO*) in SEC filings |
| Feb 2, 2017 | Daniel R Herndon listed as Executive Chairman (previously Chairman and CEO) in SEC filings |
Not reported recently (2)
- Walter T Colquitt III · Last reported as a director in an SEC filing dated Nov 16, 2022
- Daniel R Herndon · Last reported as a director in an SEC filing dated Oct 28, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
HFBL Proposed Insider Sales (Form 144)
Latest: 2025-09-17
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-09-17 | TRAWICK THOMAS STEEN JR (HFBL) | Director | 8,200 | $110.7K | 2025-09-17 | Raymond James Financial Institut… | — | EDGAR |
| 2024-06-26 | BARLOW JAMES R | Officer | 4,266 | $49.6K | 2024-06-26 | Raymond James & Associates | — | EDGAR |
| 2024-06-07 | BROWN GLEN W. | Officer | 14,582 | $67.1K | 2024-06-07 | Raymond James & Associates | — | EDGAR |
| 2024-05-14 | BROWN GLEN W. | Officer | 7,000 | $81.2K | 2024-05-13 | Raymond James & Associates | — | EDGAR |
| 2023-06-27 | BARLOW JAMES R | Officer | 7,192 | $100.7K | 2023-06-27 | Raymond James & Associates, Inc. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
9 ETFs hold HFBL
9 shown · $1.47M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $615,025 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $422,082 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $146,906 | $1.2B | 2026-10-21 |
| 4 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $138,776 | — | 2026-10-21 |
| 5 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $72,033 | — | 2026-10-21 |
| 6 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $22,911 | — | 2026-10-21 |
| 7 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $19,659 | $2.4B | 2026-10-21 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $19,173 | — | 2026-10-21 |
| 9 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $12,887 | $21.2B | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.