DFAC is part of Dimensionals expansion plan of converting six mutual funds into ETFs. It is an actively managed fund that primarily aims to achieve long-term capital appreciation while minimizing tax impact. The fund holds a diversified portfolio of US companies of all market capitalizations having an increased exposure to small-cap companies considered to have lower relative price and higher profitability potential. While the fund claims to be market-cap-weighted, the advisor has the discretion to toggle with a companys exposure as well as increase emphasis on smaller capitalization companies after taking into account several factors like free float, momentum, trading strategies, liquidity, size, relative price, profitability, investment characteristics, including additional determinants such as financial ratios that the advisor deemed applicable. DFAC utilizes the same investment strategy as its original mutual fund counterpart.
公司网站 :
https://us.dimensional.com/etfs/dfac/us-core-equity-2-etf
总经理:-
建立时间:2021
公司总部:Dimensional US Core Equity 2
领域:Miscellaneous
行业:Investment trusts/Mutual funds