(DFAW) Dimensional Trust - Overview

ETF Category: Global Large-Stock Blend | Exchange: NYSE ARCA (USA) | Market Cap: 1.334m USD | Total Return: 31.4% in 12m

Global Equities, Mutual Funds, Exchange Traded Funds
Total Rating 66
Safety 56
Buy Signal -0.24
Global Large-Stock Blend
Category Rotation: +5.1
TER: 0.25%
AUM: 1.33B
Avg Turnover: 5.32M
Risk 3d forecast
Volatility13.2%
VaR 5th Pctl2.44%
VaR vs Median2.23%
Reward TTM
Sharpe Ratio1.90
Rel. Str. IBD61.6
Rel. Str. Peer Group83.3
Character TTM
Beta0.889
Beta Downside0.890
Hurst Exponent0.505
Drawdowns 3y
Max DD16.94%
CAGR/Max DD1.35
CAGR/Mean DD13.32

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: DFAW Dimensional Trust

DFAW operates as a fund of funds managed by Dimensional Fund Advisors, primarily allocating its assets into other Dimensional ETFs to achieve broad market exposure. While the portfolio focuses on underlying fund holdings, the advisor maintains the flexibility to invest directly in individual securities and derivatives to meet its investment objectives.

As a Global Large-Stock Blend ETF, the fund seeks to capture the performance of both domestic and international equities across various developed and emerging markets. The fund of funds model allows for efficient diversification and institutional-level factor tilting, such as emphasizing value and profitability, without the administrative complexity of managing thousands of individual global stock positions.

For more granular data on these underlying holdings, consider reviewing the detailed metrics available on ValueRay.

Headlines to Watch Out For
  • Global equity market performance drives underlying fund net asset values
  • Expense ratios of internal Dimensional funds impact overall portfolio yield
  • Systematic factor premiums including size and value influence relative returns
  • Net inflows to Dimensional fund-of-funds platform expand total assets under management
What is the price of DFAW shares?

As of May 24, 2026, the stock is trading at USD 81.78 with a total of 63,236 shares traded.
Over the past week, the price has changed by +1.43%, over one month by +3.59%, over three months by +5.71% and over the past year by +31.37%.

Is DFAW a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.