DFAC Dimensional U.S. Core Equity 2 ETF
What is DFAC?
DFAC actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation.
DFAC Factset Analytics Insight
DFAC is part of Dimensional’s 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 company’s 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.
DFAC Summary Data
Peers
Fund Flows
DFAC Portfolio Data
DFAC Index Data
DFAC Portfolio Management
DFAC Tax Exposures
DFAC Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFAC. DFAC is rated a 5 out of 5.
DFAC Tradability
DFAC Sector/Industry Breakdown
Benchmark
DFAC Top 10 Holdings
DFAC Performance Statistics
DFAC Countries
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DFAC Regions
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DFAC Economic Development
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DFAC Benchmark Comparison Summary
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DFAC Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.