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Dimensional World ex US Core Eq 2 ETF DFAX

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFAX

Will DFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

An upgrade in its Process Pillar rating is the primary driver of Dimensional World ex US Core Eq 2 ETF's upgrade to a Morningstar Medalist Rating of Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings DFAX

  • Current Portfolio Date
  • Equity Holdings 9792
  • Bond Holdings 0
  • Other Holdings 79
  • % Assets in Top 10 Holdings 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.74
40,414,430
Consumer Defensive
0.74
40,265,717
Technology
0.69
37,747,322
Energy
0.52
28,244,242
Healthcare
0.51
27,696,646
Healthcare
0.50
27,382,015
Consumer Cyclical
0.47
25,676,097
Communication Services
0.47
25,643,353
Technology