DFACDimensional U.S. Core Equity 2 ETF

Grow my money18y track recordRanked #82 of 2,960 in this goal

Achieve long-term capital appreciation while considering federal income tax implications of investment decisions.

By Dimensional Fund Advisors · Launched 2007

Annual Cost

0.17%

#834 of 5,562 · low cost

Fund Size

$46.7B

#70 of 5,562 · large

Return (1Y)Goal

+28.7%

Track Record

18 years

#526 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,862+28.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 28.8% of fund✓ well diversified

NVIDIA CORPORATION

5.7%

APPLE INC.

4.7%

MICROSOFT CORPORATION

4.1%

DIMENSIONAL FUND ADVISORS LP

3.1%

ALPHABET INC.

2.6%

AMAZON.COM, INC.

2.5%

META PLATFORMS, INC.

2.2%

ALPHABET INC.

1.8%

JPMORGAN CHASE & CO.

1.0%

ELI LILLY AND COMPANY

1.0%

Asset allocation

Stocks

100.0%

By sector

Technology

31.2%

Financial Services

13.8%

Industrials

12.4%

Consumer Cyclical

10.6%

Healthcare

9.1%

Communication

7.8%

Energy

5.3%

Consumer Defensive

4.7%

Other

5.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-23.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.02Strong risk-adjusted returns

Sortino (3Y)

1.50Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Achieve long-term capital appreciation while considering federal income tax implications of investment decisions.
Strategy: Maximizes after-tax value by delaying and minimizing net capital gains realization and maximizing long-term capital gains. Uses an integrated investment approach combining research and portfolio design.
Inception date: October 4, 2007
Fund family: Dimensional Fund Advisors