Dimensional World Ex Etf Performance
| DFAX Etf | USD 26.86 0.10 0.37% |
The etf shows a Beta (market volatility) of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dimensional World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional World is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional World ex are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady basic indicators, Dimensional World may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
1 | Dimensional World ex U.S. Core Equity 2 ETF Shares Sold by Investment Advisory Group LLC | 01/22/2025 |
2 | Falcon Wealth Planning Sells 14,756 Shares of Dimensional World ex U.S. Core Equity 2 ETF | 01/29/2025 |
3 | Keystone Financial Group Inc. Takes 2.57 Million Position in Dimensional World ex U.S. Core Equity 2 ETF | 02/07/2025 |
4 | 10,956 Shares in Dimensional World ex U.S. Core Equity 2 ETF Acquired by Joel Adams Associates Inc. | 02/19/2025 |
5 | Dimensional World ex U.S. Core Equity 2 ETF Shares Sold by Wealthspire Advisors LLC | 02/24/2025 |
6 | Dimensional World ex U.S. Core Equity 2 ETF Sees Strong Trading Volume Heres Why | 03/03/2025 |
7 | Geometric Wealth Advisors Raises Holdings in Dimensional World ex U.S. Core Equity 2 ETF | 03/11/2025 |
| In Threey Sharp Ratio | 0.07 |
Dimensional |
Dimensional World Relative Risk vs. Return Landscape
If you would invest 2,494 in Dimensional World ex on December 23, 2024 and sell it today you would earn a total of 192.00 from holding Dimensional World ex or generate 7.7% return on investment over 90 days. Dimensional World ex is currently generating 0.1246% in daily expected returns and assumes 0.7753% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Dimensional, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Dimensional World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional World's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional World ex, and traders can use it to determine the average amount a Dimensional World's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1607
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Dimensional World is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dimensional World by adding it to a well-diversified portfolio.
Dimensional World Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional World, and Dimensional World fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dimensional Etf performance.
| Total Asset | 4.17 B | |||
About Dimensional World Performance
Evaluating Dimensional World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dimensional World has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dimensional World has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Generally, the Advisor buys and sells securities for the Portfolio with the goals of delaying and minimizing the realization of net capital gains and maximizing the extent to which any realized net capital gains are long-term in nature . Dimensional World is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Geometric Wealth Advisors Raises Holdings in Dimensional World ex U.S. Core Equity 2 ETF | |
| The fund retains 99.98% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional World ex. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Dimensional World is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional World's value that differs from its market value or its book value, called intrinsic value, which is Dimensional World's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional World's market value can be influenced by many factors that don't directly affect Dimensional World's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.