Dimensional World Ex Etf Profile
| DFAX Etf | USD 25.02 0.11 0.44% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Dimensional World is trading at 25.02 as of the 18th of January 2025; that is 0.44 percent increase since the beginning of the trading day. The etf's open price was 24.91. Dimensional World has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of October 2024 and ending today, the 18th of January 2025. Click here to learn more.
Generally, the Advisor buys and sells securities for the Portfolio with the goals of delaying and minimizing the realization of net capital gains and maximizing the extent to which any realized net capital gains are long-term in nature . Dimensional World is traded on NYSEARCA Exchange in the United States.. More on Dimensional World ex
Moving together with Dimensional Etf
| 0.99 | VEA | Vanguard FTSE Developed | PairCorr |
| 0.99 | IEFA | iShares Core MSCI | PairCorr |
| 1.0 | VEU | Vanguard FTSE All | PairCorr |
| 0.99 | EFA | iShares MSCI EAFE Aggressive Push | PairCorr |
| 1.0 | IXUS | iShares Core MSCI | PairCorr |
| 0.99 | SPDW | SPDR SP World | PairCorr |
Moving against Dimensional Etf
Dimensional Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Foreign Large Blend, Dimensional Fund Advisors (View all Sectors) |
| Issuer | Dimensional Fund Advisors |
| Inception Date | 2008-03-06 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 7.08 Billion |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Blended Development |
| Region | Global ex-U.S. |
| Administrator | Citi Fund Services Ohio, Inc. |
| Advisor | Dimensional Fund Advisors LP |
| Custodian | Citibank, N.A. |
| Distributor | DFA Securities LLC |
| Portfolio Manager | Jed S. Fogdall, Allen Pu, Bhanu P. Singh, Mary T. Phillips, William B. Collins-Dean |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 10,292 |
| Market Maker | Virtu Financial |
| Total Expense | 0.31 |
| Management Fee | 0.25 |
| Country Name | USA |
| Returns Y T D | 0.2 |
| Name | Dimensional World ex U.S. Core Equity 2 ETF |
| Currency Code | USD |
| Open Figi | BBG012G2PC71 |
| In Threey Volatility | 16.04 |
| 1y Volatility | 8.88 |
| 200 Day M A | 25.7509 |
| 50 Day M A | 25.4092 |
| Code | DFAX |
| Updated At | 17th of January 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.08) |
| Type | ETF |
Dimensional World ex [DFAX] is traded in USA and was established 2008-03-06. The fund is listed under Foreign Large Blend category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Strategy ETFs. Dimensional World currently have 4.17 B in assets under management (AUM). , while the total return for the last 3 years was 1.0%.
Check Dimensional World Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional World ex Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Dimensional World Currency Exposure
Dimensional World ex holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Dimensional World will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Dimensional World ex.
Top Dimensional World ex Etf Constituents
| UL | Unilever PLC ADR | Stock | Consumer Staples | |
| 2454 | MediaTek | Stock | Information Technology | |
| CVE | Cenovus Energy | Stock | Energy | |
| IMB | Imperial Brands PLC | Stock | Consumer Staples | |
| KBC | KBC Groep NV | Stock | Financials | |
| IBN | ICICI Bank Limited | Stock | Financials | |
| BAS | BASF SE | Stock | Chemicals | |
| IFX | Infineon Technologies AG | Stock | Information Technology |
Dimensional World Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional World. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.10) | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.1) | |||
| Treynor Ratio | (0.45) |
Dimensional World Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional World ex. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Dimensional World is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional World's value that differs from its market value or its book value, called intrinsic value, which is Dimensional World's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional World's market value can be influenced by many factors that don't directly affect Dimensional World's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.