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Dimensional World ex US Core Eq 2 ETF DFAX

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional World ex US Core Eq 2 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFAX

More DFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TotalEnergies SE

0.81 52.6 Mil
Energy

Novo Nordisk A/S Class B

0.70 45.5 Mil
Healthcare

Shell PLC ADR (Representing - Ordinary Shares)

0.69 44.4 Mil
Energy

Toyota Motor Corp

0.63 40.5 Mil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

0.59 38.3 Mil
Technology

Nestle SA

0.56 36.2 Mil
Consumer Defensive

Samsung Electronics Co Ltd

0.53 34.1 Mil
Technology

ASML Holding NV ADR

0.52 33.7 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

0.48 31.0 Mil
Technology

Tencent Holdings Ltd

0.47 30.5 Mil
Communication Services