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DFAC: Dimensional U.S. Core Equity 2 ETF (ETF)
Basic Info 36.61 0.16(0.44%) July 10
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (0%) |
Start Date: | 06/14/2021 |
Last Dividend Date: | 06/24/2025 |
12-Mo. Yield | 1.18% |
Expenses | 0.17% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 06/14/2021 |
2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 6.4 | 13.8 | 17.3 | 9.5 | 19.6 | 22.0 | -14.9 | 9.5 |
Sharpe Ratio | NA | 0.4 | 0.53 | 0.8 | 0.39 | 1.23 | 1.32 | -0.69 | 1.29 |
Draw Down(%) | NA | 19.1 | 20.0 | 20.0 | 23.1 | 8.3 | 11.4 | 23.1 | 5.5 |
Standard Deviation(%) | NA | 23.9 | 19.9 | 17.4 | 18.0 | 13.0 | 14.0 | 23.8 | 13.7 |
Treynor Ratio | NA | 0.1 | 0.11 | 0.14 | 0.07 | 0.17 | 0.18 | -0.17 | 0.17 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.02 | -0.02 |
Beta | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 1.0 | 0.95 | 1.03 |
RSquared | NA | 0.98 | 0.96 | 0.95 | 0.95 | 0.9 | 0.9 | 0.98 | 0.88 |
Yield(%) | N/A | 0.5 | 1.2 | 1.6 | N/A | 1.2 | 1.5 | 1.3 | 1.0 |
Dividend Growth(%) | N/A | -46.9 | 5.8 | N/A | N/A | 1.4 | -3.6 | 42.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2021
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