IWV - DFAC: An Equivalent To A Broad Market ETF

2024-06-06 08:00:36 ET

Summary

• Dimensional U.S. Core Equity 2 ETF is an actively managed fund with a tilt to value and profitability.
• DFAC is cheaper than the Russell 3000 index regarding valuation ratios, and growth metrics are a bit better too.
• The Fund's performance has closely followed the benchmark, and compared to other factor-based ETFs, it has lagged behind some competitors.
• As the fee is low, it may be considered as an equivalent to a broad market ETF, no more or no less.

DFAC strategy

Dimensional U.S. Core Equity 2 ETF ( DFAC ) is an actively managed fund launched on 10/04/2007 and listed on 06/14/2021 (price history is available at data providers starting on the latter date). Its objective is " long-term capital appreciation while considering federal income tax implications ". It has a portfolio of 2652 companies, a dividend yield of 1.13% and a total expense ratio of 0.17%. Dividends are paid quarterly....

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