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About Dimensional International Core Equity 2 ETF
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Inception date
Mar 23, 2022
Structure
Open-Ended Fund
Replication method
Synthetic
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
DFIC holds a very similar portfolio as DFAI, an actively managed, total market fund of non-US stocks, drawn from a market-cap-weighted selection universe of developed markets. Both of the funds reduce exposure to large, high relative price companies to emphasize small-caps that, in comparison to their peers, are relatively lower-priced and more profitable. Although specifically, DFIC reduces allocation to large-cap, high relative price firms by 5% to 35% of their percentage weight in the initial universe. Eligible securities are screened using various financial factors, such as price-to-book ratio, which is the main criterion for relative price. Additionally, a companys price momentum and investment characteristics may also be considered for the portfolios selection. The adviser further takes into account the sizes of eligible securities to set country weights.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.