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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.19% 0.03% 436.47M 14016.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.52% 6.00% 15.41M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of large cap US companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^SPXTR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
17.72%
15.34%
3.01%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.23%
24.68%
6.58%
18.81%
-7.45%
15.46%
13.17%
15.46%
2.19%
26.17%
10.67%
24.09%
-5.85%
12.18%
20.18%
16.02%
3.51%
--
--
--
--
6.57%
14.71%
12.87%
1.80%
--
--
--
--
--
14.24%
13.31%
2.90%
As of January 15, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of large cap US companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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