DFAWDimensional World Equity ETF

Grow my money2y track recordRanked #562 of 2,960 in this goal

To achieve long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2023

Annual Cost

0.24%

#1,152 of 5,562 · low cost

Fund Size

$1.4B

#924 of 5,562 · large

Return (1Y)Goal

+30.3%

Track Record

2 years

#3,193 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$13,014+30.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 6 holdings = 100.5% of fund✓ diversified through underlying funds

Dimensional U S Core Equity 2 ETF

52.7%

DFA Dimensional International Core Equity 2 ETF

19.5%

Dimensional US Core Equity 1 ETF

17.5%

DFA Dimensional Emerging Markets Core Equity 2 ETF

8.6%

DFA Dimensional Global Real Estate ETF

1.7%

DIMENSIONAL FUND ADVISORS LP

0.6%

Asset allocation

Stocks

100.0%

Other

0.0%

By sector

Technology

27.0%

Financial Services

14.8%

Industrials

13.4%

Consumer Cyclical

10.1%

Healthcare

8.0%

Communication

7.0%

Energy

5.5%

Basic Materials

5.0%

Other

9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: To achieve long-term capital appreciation.
Strategy: Allocates assets among other funds managed by Dimensional Fund Advisors, investing in domestic and international equity securities. Emphasizes long-term drivers of expected returns while balancing risk through diversification across companies, sectors, and countries.
Inception date: September 26, 2023
Fund family: Dimensional Fund Advisors