Summary
DFAW Chart
DFAW: Interesting Strategy But This Might Be Why It's Not Working
The Dimensional World Equity ETF has not generated alpha over U.S.-domestic ETFs due to the dominance of the Magnificent 7 in the U.S. market. DFAW's 0.25% expense ratio and academic strategy focus on historical outperformance but lack true global diversification, especially in emerging markets. Current market conditions and the dominance of tech giants make it difficult for DFAW to outperform the U.S. market.
Dimensional World Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 78,153 | $6.47M | $6.69M | $218,855.27 | 3.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,219 | $311,277.82 | $360,344.79 | $49,066.97 | 15.76% |
| NA Nizar Araji National Bank Of Canada /FI/ | 581 | $41,750.66 | $49,727.79 | $7,977.13 | 19.11% |
| TB Thomas Baker Blue Oak Capital LLC | 4,220 | $258,601.84 | $349,584.8 | $90,982.96 | 35.18% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,399 | $322,332.22 | $378,885.87 | $56,553.65 | 17.55% |
Dimensional World Equity ETF (DFAW) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Dimensional World Equity ETF ever had a stock split?
Dimensional World Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates as a "fund of funds," an investment strategy that involves holding a portfolio of other investment funds rather than investing directly in stocks, bonds, or other securities. This approach allows the fund to diversify its investment portfolio across a broader array of assets by leveraging the expertise and strategies of multiple fund managers. Managed by the Advisor, the fund retains the flexibility to directly invest in securities and derivatives, enabling it to adapt to changing market conditions and take advantage of direct investment opportunities when they arise.
Products and Services
- Investment in Other Funds
The primary component of the fund's strategy involves allocating its resources among a variety of other funds also managed by the Advisor. This method allows investors to benefit from diversified exposure to a range of asset classes, investment strategies, and management expertise, without the need to invest in each fund directly.
- Direct Investments in Securities and Derivatives
Beyond investment in other funds, the fund has the capacity to directly invest in individual securities and derivatives. This flexibility is key for taking advantage of specific market opportunities and managing portfolio risk more effectively. Direct investments are selected based on rigorous analysis and the strategic outlook of the fund's management team.
