Dimensional Global Core Equity Trust (Unhedged Class) is an actively managed exchange-traded fund specializing in global equities. The fund's principal goal is to provide long-term capital growth by investing in a diversified portfolio of securities listed in developed markets worldwide, explicitly excluding Australia. Notably, the investment strategy places an increased emphasis on securities with higher expected returns, particularly by overweighting small-cap and value-oriented companies compared to traditional market-capitalization-weighted portfolios.
The Trust spans a broad universe of industries and sectors, thereby enhancing diversification, and includes holdings in major global firms, such as Nvidia. The fund also allocates a small portion to cash, with international equities comprising the overwhelming majority of assets. Since its inception in 2006, it has established a significant presence, with assets under management exceeding $4.5 billion as of late 2025. The management expense ratio is competitive at 0.30%, with additional indirect costs.
Dimensional Global Core Equity Trust plays a key role for investors seeking comprehensive global equity exposure through a disciplined, factor-based active approach. Its structure is designed to harness academically backed investment principles to optimize risk-adjusted returns for long-term capital appreciation.
Contact Information
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Phone: 61 2 8336 7100