DFACDimensional U.S. Core Equity 2 ETF
DFAC Fund Description
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 MSCI ESG Analytics Insight
Dimensional U.S. Core Equity 2 ETF has an MSCI ESG Fund Rating of A based on a score of 5.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Dimensional U.S. Core Equity 2 ETF ranks in the 40th percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DFAC Summary Data
DFAC Portfolio Data
DFAC Index Data
DFAC Portfolio Management
DFAC Tax Exposures
DFAC Fund Structure
DFAC 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 Top 10 Holdings[View All]
DFAC Economic Development
DFAC Performance Statistics
DFAC MSCI ESG Ratings
DFAC Benchmark Comparison Summary
DFAC Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.