(DFAX) Dimensional World ex U.S. - Ratings and Ratios

The Dimensional World ex U.S. Core Equity 2 ETF (DFAX) employs a tax-efficient investment strategy. The advisor focuses on deferring and reducing the realization of net capital gains, achieved by strategically selling securities with capital losses to offset gains, whether realized or anticipated. Additionally, the strategy aims to maximize long-term capital gains, which benefit from lower tax rates. This approach is designed to enhance after-tax returns for investors.

The ETF is structured to provide diversified exposure to a broad range of non-U.S. companies, spanning both developed and emerging markets. This diversification aims to capture growth opportunities across various sectors and geographies, adhering to a systematic, research-driven investment process. The portfolio is regularly monitored and adjusted to maintain alignment with its investment objectives and risk management parameters.

Over the next three months, DFAX is expected to show continued growth, supported by its current momentum. The SMA 20 crossing above the SMA 50 indicates a potential bullish trend. With an ATR of 0.50, volatility is anticipated to remain moderate. The substantial AUM of $7.543 billion underscores the ETFs stability and investor confidence, suggesting sustained growth with manageable volatility.