DFUSDimensional U.S. Equity Market ETF
Seeks long-term capital appreciation while minimizing federal income taxes on returns.
By Dimensional Fund Advisors · Launched 2001
Annual Cost
0.09%
#344 of 5,853 · low cost
Fund Size
$21.0B
#149 of 5,853 · large
Return (1Y)Goal
+19.6%
Track Record
24 years
#135 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,218+22.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 35.3% of fund✓ well diversified
NVIDIA CORPORATION
7.0%
APPLE INC.
5.9%
MICROSOFT CORPORATION
4.5%
AMAZON.COM, INC.
3.8%
ALPHABET INC.
3.3%
BROADCOM INC.
2.9%
ALPHABET INC.
2.7%
META PLATFORMS, INC.
2.0%
TESLA, INC.
1.8%
DIMENSIONAL FUND ADVISORS LP
1.4%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Technology
37.0%
Financial Services
12.3%
Industrials
10.0%
Consumer Cyclical
9.7%
Communication
9.4%
Healthcare
9.3%
Consumer Defensive
4.5%
Energy
3.3%
Other
4.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.3%Moderate
Year-on-year price swings
Max drawdown
-24.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.00Decent risk-adjusted returns
Sortino (3Y)
1.45Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation while minimizing federal income taxes on returns.
- Strategy
- Actively manages a portfolio of U.S. equity securities, emphasizing lower relative price and higher profitability stocks across all market capitalizations. The strategy focuses on maximizing after-tax value and balancing long-term expected returns with trading costs.
- Inception date
- September 25, 2001
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-02