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Dimensional U.S. Core Equity 2 ETF

DFAC
$--
Today’s Change
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Snapshot
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Inception Date
Oct 04 2007
Expense Ratio
0.19%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$37,166,629
AUM
$17,969,762,702
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

AAPL
Apple Inc
4.90%
MSFT
Microsoft Corporation
3.73%
XOM
Exxon Mobil Corp.
1.09%
AMZN
Amazon.com Inc.
1.05%
JNJ
Johnson & Johnson
0.98%
BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
0.90%
JPM
JPMorgan Chase & Co.
0.89%
META
Meta Platforms Inc - Ordinary Shares - Class A
0.88%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
0.81%
UNH
Unitedhealth Group Inc
0.81%
Invest with DFAC

What is DFAC?

The investment objective of the Dimensional U.S. Core Equity 2 ETF (the "US Core Equity 2 ETF" or "Portfolio") is to achieve long-term capital appreciation while considering federal income tax implications of investment decisions. o achieve its investment objective, the US Core Equity 2 ETF will purchase a broad and diverse group ofsecurities of U.S. companies. The Portfolio invests in companies of all sizes, with increased exposure to smallercapitalization, lower relative price, and higher profitability companies as compared to their representation in theU.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set (e.g., thelarger the company, the greater the proportion of the U.S. Universe it represents) of U.S. operating companieslisted on a securities exchange in the United States that is deemed appropriate by the Advisor. The Portfolio sincreased exposure to smaller capitalization, lower relative price, and higher profitability companies may beachieved by decreasing the allocation of the Portfolio s assets to larger capitalization, higher relative price, orlower profitability companies relative to their weight in the U.S. Universe.

ETFs related toDFAC

ETFs correlated to DFAC include AVUS, JHML, DFAU

DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
DFUS
Dimensional ETF Trust - Dimensional U.S. Equity ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPTM
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDFAC

#DALIO

The Dalio

Category

Classic

Risk Rating

Conservative

#BUTTERFLY

Golden Butterfly

Category

Getting Defensive

Risk Rating

Moderate

Create your own algorithmic trading strategy with DFAC using Composer

FAQ

DFAC is a US Equities ETF. The investment objective of the Dimensional U.S. Core Equity 2 ETF (the "US Core Equity 2 ETF" or "Portfolio") is to achieve long-term capital appreciation while considering federal income tax implications of investment decisions. o achieve its investment objective, the US Core Equity 2 ETF will purchase a broad and diverse group ofsecurities of U.S. companies. The Portfolio invests in companies of all sizes, with increased exposure to smallercapitalization, lower relative price, and higher profitability companies as compared to their representation in theU.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set (e.g., thelarger the company, the greater the proportion of the U.S. Universe it represents) of U.S. operating companieslisted on a securities exchange in the United States that is deemed appropriate by the Advisor. The Portfolio sincreased exposure to smaller capitalization, lower relative price, and higher profitability companies may beachieved by decreasing the allocation of the Portfolio s assets to larger capitalization, higher relative price, orlower profitability companies relative to their weight in the U.S. Universe.

The top holdings for DFAC include Apple Inc, Microsoft Corporation, and Exxon Mobil Corp..

DFAC has 2722 total holdings.

Yes, DFAC is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, DFAC is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DFAC is 0.0695%. This is the percent change in the value of DFAC over the most recent 1-month period. The 3-month return on DFAC is 0.1095%. This is the percent change in the value of DFAC over the most recent 3-month period.

The standard deviation of DFAC for the past year is 0.2373%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to DFAC include SDY, DFAS, and VYM.

ETFs correlated to DFAC include AVUS, JHML, and DFAU.

ETFs that are inversely correlated to DFAC include SDS, SPXS, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.