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DFAWDimensional World Equity ETF

Grow my money2y track recordRanked #525 of 2,999 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2023

Annual Cost

0.24%

#1,057 of 5,861 · low cost

Fund Size

$1.4B

#924 of 5,861 · large

Return (1Y)Goal

+22.8%

Track Record

2 years

#3,113 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,364+23.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 6 holdings = 100.4% of funddiversified through underlying funds

Dimensional U S Core Equity 2 ETF
52.6%
DFA Dimensional International Core Equity 2 ETF
19.1%
Dimensional US Core Equity 1 ETF
17.5%
DFA Dimensional Emerging Markets Core Equity 2 ETF
9.1%
DFA Dimensional Global Real Estate ETF
1.7%
DIMENSIONAL FUND ADVISORS LP
0.4%

Asset allocation

Stocks
100.0%
Other
0.0%

By sector

Technology
26.3%
Financial Services
15.7%
Industrials
13.7%
Consumer Cyclical
9.9%
Healthcare
8.7%
Communication
6.4%
Energy
5.1%
Consumer Defensive
4.9%
Other
9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-16.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of equity securities of U.S. and non-U.S. companies across developed and emerging markets, emphasizing long-term drivers of expected returns while balancing risk through diversification. Invests in a range of market capitalizations and may include real estate securities.
Inception date
September 26, 2023
Fund family
Dimensional Fund Advisors

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Data updated on 2026-08-04