Dfa World Ex Fund Quote
| DWUSX Fund | USD 14.74 0.15 1.03% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Dfa World is trading at 14.74 as of the 2nd of December 2024; that is 1.03 percent up since the beginning of the trading day. The fund's open price was 14.59. Dfa World has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dfa World Ex are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The Portfolio is designed to provide exposure to a broad and diverse portfolio of securities of non-U.S. companies, with a focus on small and mid-cap value companies with higher profitability, associated with countries with developed and emerging markets, which may include frontier markets , authorized for investment by the Advisors Investment Committee .. More on Dfa World Ex
Moving together with Dfa Mutual Fund
| 0.88 | DIHRX | Intal High Relative | PairCorr |
| 0.96 | DISVX | Dfa International Small | PairCorr |
| 0.67 | DRIGX | Dimensional 2035 Target | PairCorr |
| 0.69 | DRIBX | Dimensional 2010 Target | PairCorr |
Moving against Dfa Mutual Fund
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
Dfa World Ex [DWUSX] is traded in USA and was established 2nd of December 2024. Dfa World is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 499.86 M in assets under management (AUM) with no minimum investment requirementsDfa World Ex is currently producing year-to-date (YTD) return of 7.69% with the current yeild of 0.03%, while the total return for the last 3 years was 5.17%.
Check Dfa World Probability Of Bankruptcy
Instrument 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 Dfa Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dfa Mutual Fund, 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 Dfa World Ex Mutual Fund, 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.
Top Dfa World Ex Mutual Fund Constituents
| AGESF | ageas SANV | Pink Sheet | Insurance—Diversified | |
| AEGOF | Aegon NV | Pink Sheet | Insurance—Diversified | |
| AGS | PlayAGS | Stock | Consumer Discretionary | |
| SWSDF | Swiss Life Holding | Pink Sheet | Insurance—Diversified |
Dfa World Ex Risk Profiles
| Mean Deviation | 0.586 | |||
| Standard Deviation | 0.7816 | |||
| Variance | 0.6109 | |||
| Risk Adjusted Performance | (0.03) |
Dfa World Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa World financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa World security.
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