DFAWDimensional World Equity ETF

Grow my money2y track recordRanked #513 of 3,055 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2023

Annual Cost

0.24%

#1,091 of 6,040 · low cost

Fund Size

$1.7B

#880 of 6,040 · large

Return (1Y)

+19.0%

Track Record

2 years

#3,127 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,927+19.3%

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

Holdings

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

25.9%

Financial Services

16.0%

Industrials

12.8%

Consumer Cyclical

9.9%

Healthcare

9.0%

Communication

6.3%

Energy

5.7%

Basic Materials

5.1%

Other

9.2%

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