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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 volatility16.63%
3Y volatility13.59%
Sharpe ratio1.22

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

HoldingOwnership
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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