Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.27% -0.02% 15.11B 1.183M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.44% 16.00% 3.417B Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The Portfolio is designed to generally purchase securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be lower relative price (i.e., a value stock)stocks.
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 Value
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

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-17.32%
15.86%
-1.58%
17.30%
-3.67%
17.71%
7.25%
40.37%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.60%
-15.09%
15.58%
-4.50%
15.38%
-5.71%
20.12%
6.82%
41.53%
-14.65%
15.78%
-2.97%
11.10%
-5.18%
18.89%
5.40%
37.22%
-13.73%
25.00%
-1.85%
6.97%
-2.58%
18.59%
2.86%
29.22%
-12.66%
18.46%
-1.05%
15.41%
-7.06%
17.08%
7.07%
33.78%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 98.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.63%
Other 1.10%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The Portfolio is designed to generally purchase securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be lower relative price (i.e., a value stock)stocks.
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 Value
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

Top Portfolio Holders