Key stats
About Dimensional U.S. Core Equity 2 ETF
Expense ratio
0.17%
Home page
Inception date
Jun 14, 2021
DFAC is part of Dimensionals expansion plan of converting six mutual funds into ETFs. It is an actively managed fund that primarily aims to achieve long-term capital appreciation while minimizing tax impact. The fund holds a diversified portfolio of US companies of all market capitalizations having an increased exposure to small-cap companies considered to have lower relative price and higher profitability potential. While the fund claims to be market-cap-weighted, the advisor has the discretion to toggle with a companys exposure as well as increase emphasis on smaller capitalization companies after taking into account several factors like free float, momentum, trading strategies, liquidity, size, relative price, profitability, investment characteristics, including additional determinants such as financial ratios that the advisor deemed applicable. DFAC utilizes the same investment strategy as its original mutual fund counterpart.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.