About a quarter of the way into 2026, Dimensional Fund Advisors (DFA) is already having a monumental year. The global investment firm just made history launching the first actively managed ETF share class last week.
2025 will go down as another year of record-breaking achievements for exchange-traded funds (ETFs). Among the past year's highlights was a record number of mutual funds converting to ETFs, as noted by Ben Johnson, Morningstar Head of Client Solutions, via a LinkedIn post.
The Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) has delivered a 15% gain over the past year, essentially matching the S&P 500's return.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 1.8M | $48.55M | $79.52M | $30.97M | 63.79% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 322,510 | $8,716.32 | $14.25M | $14.24M | 163,406.12% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 120,806 | $3,444.78 | $5.34M | $5.33M | 154,871.21% |
Austin Private Wealth Austin Private Wealth LLC | 332,981 | $11,566.56 | $14.71M | $14.7M | 127,115.3% |
| AK Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 19,415 | $671,345.55 | $857,948.85 | $186,603.3 | 27.79% |
| ARCA Exchange | US Country |
The fund provides an investment vehicle for individuals and entities looking to diversify their portfolios through the acquisition of a broad and diverse group of equity securities of U.S. companies. In line with its non-fundamental policy, the fund commits to investing a significant portion, at least 80%, of its net assets in equity securities of U.S. companies, ensuring a strong focus on the domestic market. Furthermore, the fund employs a strategy that allows for flexibility in managing its equity market exposure. This includes purchasing or selling futures contracts and options on futures contracts for U.S. equity securities and indices, to tactically increase or decrease its equity market exposure according to the cash flows within the Portfolio.
Investment in Equity Securities of U.S. Companies: The fund dedicates at least 80% of its net assets to investing in a broad and diverse assortment of equity securities of U.S. companies. This core focus aims to provide investors with exposure to the performance and potential of the domestic equity market.
Futures Contracts and Options: To adjust its equity market exposure in alignment with the Portfolio's cash flow needs, the fund may engage in transactions involving futures contracts and options on futures contracts for U.S. equity securities and indices. This strategic flexibility allows the fund to respond to market conditions and Portfolio cash inflows or outflows effectively.