(DFAX) Dimensional World ex U.S. - NYSE

ETF Category: Foreign Large Blend | Exchange: NYSE (USA) | Market Cap: 11.967m USD | Total Return: 33.5% in 12m

International Equities, Developed Markets, Emerging Markets
Total Rating 71
Safety 56
Buy Signal -0.42
Foreign Large Blend
Category Rotation: -3.2
TER: 0.28%
AUM: 12.0B
Avg Turnover: 25.8M
Risk 3d forecast
Volatility19.2%
VaR 5th Pctl3.53%
VaR vs Median2.26%
Reward TTM
Sharpe Ratio1.69
Rel. Str. IBD63.7
Rel. Str. Peer Group75
Character TTM
Beta0.737
Beta Downside0.632
Hurst Exponent0.513
Drawdowns 3y
Max DD13.89%
CAGR/Max DD1.50
CAGR/Mean DD8.20

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: DFAX Dimensional World ex U.S.

DFAX is a Foreign Large Blend ETF that provides broad exposure to non-U.S. equity markets, encompassing both developed and emerging economies. The fund targets a diversified portfolio of companies across various international jurisdictions to capture global growth outside the United States.

The investment strategy prioritizes tax efficiency through active capital gains management. The advisor utilizes tax-loss harvesting to offset realized gains and focuses on holding periods that qualify for long-term capital gains tax rates. This systematic approach to tax-aware rebalancing is a hallmark of quantitative core equity models, which aim to reduce the drag of transaction costs and tax liabilities on total returns.

The foreign large-cap sector typically includes multi-national corporations that generate revenue across multiple currencies, providing a hedge against domestic market fluctuations. To better understand how these international holdings align with your portfolio goals, consider reviewing the detailed metrics available on ValueRay.

Headlines to Watch Out For
  • Non-U.S. developed and emerging market equity returns drive net asset value
  • Systematic factor premiums including small-cap and value tilt influence performance
  • Tax-managed rebalancing strategies minimize capital gains distributions to improve after-tax returns
  • Global central bank monetary policy shifts impact international currency exchange rates
What is the price of DFAX shares?

As of June 16, 2026, the stock is trading at USD 37.97 with a total of 614,748 shares traded.
Over the past week, the price has changed by +3.76%, over one month by +3.74%, over three months by +10.41% and over the past year by +33.50%.

Is DFAX a buy, sell or hold?

Dimensional World ex U.S. has no consensus analysts rating.