DFAX Stock Price, Chart, Stats & News

Dimensional - World ex US Core Equity 2 ETF
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Foreign Large Blend
Category
0.28%
Expense ratio
11.97B
Assets
30.87%
1Y return
DFAX chart
1M
3M
1Y
5Y
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DFAX returns
| YTD | 14.56% |
| 1Y | 30.87% |
| 3Y | 20.24% |
| 5Y | 9.55% |
| 10Y | 10.46% |
| 1Y volatility | 16.63% |
| 3Y volatility | 13.59% |
| Sharpe ratio | 1.22 |
About
The Advisor manages the portfolio with a strategic focus on tax efficiency, aiming to both postpone and minimize the recognition of net capital gains. This is often accomplished by selling investments at a loss to offset other realized or anticipated profits. A crucial secondary objective is to ensure that any capital gains that are realized qualify as long-term, thus benefiting from more favorable tax rates.
Top 10 DFAX holdings
| Holding | Ownership |
|---|---|
Technology 1.07% | |
Technology 0.75% | |
Health care 0.69% | |
Energy 0.46% | |
Financial Services 0.24% | |
Energy 0.23% | |
Financial Services 0.19% | |
Basic Materials 0.17% | |
Technology 0.13% | |
Financial Services 0.12% |
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