DFICDimensional International Core Equity 2 ETF

Grow my money4y track recordRanked #247 of 2,960 in this goal

Seeks long-term capital appreciation through international equity investments.

By Dimensional Fund Advisors · Launched 2022

Annual Cost

0.22%

#1,110 of 5,562 · low cost

Fund Size

$14.3B

#199 of 5,562 · large

Return (1Y)Goal

+27.7%

Track Record

4 years

#2,647 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,846+28.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 11.6% of fund✓ well diversified

DIMENSIONAL FUND ADVISORS LP

5.3%

ASML Holding N.V.

1.0%

Novartis AG

0.8%

SHELL PLC

0.8%

TOYOTA MOTOR CORPORATION

0.7%

TOTALENERGIES SE

0.7%

BANQUE ROYALE DU CANADA

0.6%

Nestle S.A.

0.6%

Roche Holding AG

0.6%

Banco Bilbao Vizcaya Argentaria, S.A.

0.5%

Asset allocation

Stocks

99.9%

Other

0.1%

Cash

0.0%

By sector

Financial Services

20.3%

Industrials

20.0%

Basic Materials

11.4%

Consumer Cyclical

9.8%

Technology

8.8%

Energy

7.4%

Healthcare

6.9%

Consumer Defensive

6.0%

Other

9.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.3%Moderate

Year-on-year price swings

Max drawdown

-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.02Strong risk-adjusted returns

Sortino (3Y)

1.49Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation through international equity investments.
Strategy: Invests primarily in a diverse range of non-U.S. equity securities, focusing on companies with lower relative prices and higher profitability. The strategy emphasizes broad diversification across developed markets and may include smaller capitalization stocks.
Inception date: March 23, 2022
Fund family: Dimensional Fund Advisors