DFACDimensional U.S. Core Equity 2 ETF
Seeks long-term capital appreciation while considering federal income tax implications.
By Dimensional Fund Advisors · Launched 2007
Annual Cost
0.17%
#713 of 5,861 · low cost
Fund Size
$47.4B
#70 of 5,861 · large
Return (1Y)Goal
+22.2%
Track Record
18 years
#516 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,466+24.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 28.3% of fund✓ well diversified
NVIDIA CORPORATION
5.6%
APPLE INC.
4.7%
MICROSOFT CORPORATION
3.9%
DIMENSIONAL FUND ADVISORS LP
3.3%
AMAZON.COM, INC.
3.1%
ALPHABET INC.
2.1%
META PLATFORMS, INC.
1.9%
ALPHABET INC.
1.7%
JPMORGAN CHASE & CO.
1.0%
BROADCOM INC.
0.9%
Asset allocation
Stocks
100.0%
By sector
Technology
30.0%
Financial Services
14.6%
Industrials
13.2%
Consumer Cyclical
10.4%
Healthcare
9.9%
Communication
7.0%
Energy
5.0%
Consumer Defensive
4.7%
Other
5.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.7%Moderate
Year-on-year price swings
Max drawdown
-23.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation while considering federal income tax implications.
- Strategy
- Actively manages a diverse portfolio of U.S. equity securities, emphasizing smaller capitalization, lower relative price, and higher profitability companies. The strategy balances long-term expected returns with shorter-term trading considerations and aims to minimize capital gains taxes.
- Inception date
- October 4, 2007
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-04