DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
DFAC Quality Metrics & KPI Summary
| Metric | 1Y | Full History | ||
|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | |
| CAGR | 17.22% | 31.14% | 10.03% | 18.88% |
| Sharpe Ratio | 1.42 | 2.12 | 0.72 | 1.15 |
| Max Drawdown | -8.49% | -8.49% | -20.78% | -20.02% |
| % Time Invested | 81.0% | 100.0% | 91.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-09 | Open | Open | 100% | $36.10 | $41.97 | 16.27% | Mark-to-Market |
| 2025-04-07 | 2025-07-09 | Interest | 100% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2023-06-08 | 2025-04-07 | Completed | 100% | $25.43 | $28.54 | 12.21% | Stop |
| 2023-06-06 | 2023-06-08 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
