Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% -0.41% 976.25M 61909.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.55% 14.00% 174.67M Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation. The Portfolio purchases a broad and diverse group of securities of non-US companies in developed markets. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
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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Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
17.86%
4.98%
33.61%
2.23%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
3.42%
--
--
10.67%
-14.80%
17.62%
3.59%
31.75%
2.19%
--
--
--
--
--
4.59%
31.45%
2.97%
22.62%
9.74%
11.67%
-15.36%
17.94%
3.16%
35.17%
2.88%
22.40%
9.90%
11.43%
-16.01%
17.84%
3.53%
34.72%
2.88%
As of January 21, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.06%
Stock 98.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 0.83%
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Basic Info

Investment Strategy
The Portfolio seeks to achieve long-term capital appreciation. The Portfolio purchases a broad and diverse group of securities of non-US companies in developed markets. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
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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