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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.12% 9.843B 729465.7
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.73% 12.00% 512.51M Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The Portfolio is designed to purchase a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets, including smaller capitalization companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
--
--
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--
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Total Return (NAV)
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--
--
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-16.87%
19.84%
9.11%
11.73%
-14.42%
16.65%
4.78%
32.26%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.27%
-14.19%
21.83%
11.12%
8.28%
-15.59%
15.86%
5.57%
29.41%
-13.94%
21.03%
10.29%
7.68%
-16.04%
15.67%
5.19%
29.64%
-13.82%
21.90%
9.81%
8.82%
-15.37%
15.72%
6.31%
30.02%
-14.43%
21.75%
10.69%
9.00%
-16.09%
15.88%
5.08%
29.42%
As of December 10, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.04%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.43%
Other 0.61%
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Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The Portfolio is designed to purchase a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets, including smaller capitalization companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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