DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Mentions (24Hr)
-100.00% Today
Reddit Posts
Mentions
Same trying to keep it as simple as possible too. DFAX seems to compliment AVDV. Small Cap Value US (DFSV, AVUV, VIOV, etc) seems like a tougher commitment. May be alone in that opinion though. Like that DFAX has TSM & Samsung.
AVDV + DFAX for international?
DFUS/DFAX 65/35. Sleep well
I personally do 80/20 DFUS/DFAX as an alternative to VTI/VXUS. I believe DFUS is superior to VTI because it uses academically-informed flexible implementations like filtering out junky small caps and delaying investing in IPOs (there's a YT video by Ben Felix on this). These strategies should allow it to beat VTI in the long run (and it has so far since its 2021 inception). Similarly, I expect DFAX to beat VXUS in the long run. Outside the US, factor tilts have had superior performance to "vanilla" market cap weighting. This combined with the above-mentioned academically-informed flexible implementation should allow it to beat VXUS long term. After months of researching this topic, I came to the conclusion that this combo works best for me because of its simplicity and the fact that I don't have to worry about winning sectors/countries. Plus, there's a satisfaction in owning a part of 12,000+ companies worldwide.
Ha, well I haven't fully either, just know enough to get by. Basically, there are so many types of portfolio designs. For instance, retirees and Ivy league endowment funds may invest similarly. The point is to hold assets that have low correlation to each other. You can run the asset correlation analyzer on [portfoliovisualizer.com](http://portfoliovisualizer.com), basically just plugging in different funds to see the effect. This approach of investing basically takes advantage of the Shannon's demon effect of volatility harvesting. It's not as profitable long-term as 100% equities, but it's designed so something's always up while others are down. Things like AVUS, DFAX, GLDM, EDV, DBMF, etc.
P/E ratio is a little high. The weighting has changed a lot because of the mag 7 bloat, so now indexes are more dependent on what they do. That's why I like QGRO, AVLV, DFAX & AVUV
DFAS has consistently outperformed the Russell 2000, its relevant benchmark. Solid fund. At first glance DFAX doesn’t look spectacular compared to IEFA or VEA but DFAX actually includes emerging markets, not just developed markets. Compared to VXUS it has shown a slight but consistent edge.
> I am okay with the risk since I intend to hold it longer term. I'm more focused on not having overlap. I don't think overweighting the US is taking more risk. Arguably it's the exact opposite. > Feel free to drop your ideal portfolio. RSSB *would* be the ideal "core" of portfolio, and I'll probably buy into later when it's a bit older and more established. For now I use NTSX instead of VOO or VTI and mix it in with AVUV and DFAX.
I like active funds with low expensive ratio and some factors applied: AVUS DFUV DFAX
You didn’t include weightings but too many individual positions and not enough diversification. You would be better off with 60% DFAC and 40% DFAX. Rebalance and invest your new contribution annually.
In any given year, observed returns are likely to deviate greatly from expected returns. Their prediction is not that you can consistently observe a slight outperformance by VXUS, and switch once you’ve decided you can see momentum. Anyway, I don’t especially recommend funds like VXUS, but instead those with a value tilt like AVLV, AVDV, AVES, or DFAX.
Advice for taxable brokerage Hi - 30year old looking for feedback on portfolio used for extra investment cash in a taxable brokerage account. I have separate retirement accounts maxed out with boring/traditional total us market, total international market, total is bond holdings. Here is the idea, all equal weight: DFAC SPLG SCHD QQQM DFAS DFAX SCHY My questions: Should I bother with a small cap fund? Same for the two internationals? I picked dimensional instead of a VTI etc. for the profitability tilt and active management with somewhat low expenses for a potential edge. I’m tempted to just scrap all this complexity and go 100% SPLG like the Oracle says.
Paying off all of your debt is what I would start with if the interest rate is greater than 4%. If you don’t have an emergency fund, I would place some cash in there. Next, I’d buy some I Bonds. They currently have a 6 month yield of 9.62%. If inflation remains high, the next 6 month yield will also be attractive. Then I would invest the rest of the money in VTI, VXUS, and BND. If you believe in the small cap and value premium, you can add exposure there in your portfolio. I’m personally long DFAC (VTI alternative), DFAX (VXUS alternative), and BND.
DFA is not straight profitability unless you are talking about the three funds out of many that specifically target that factor. DFAC and DFAX are weighted just the same as avantis AVUS, AVDE AVEM.
The Chief Investment Officer at Dimensional explained [here](https://www.youtube.com/watch?v=EJMDLS6xCz8&t=4979s&ab_channel=TheRationalReminderPodcast) why that kind of portfolio (VT + AVUV) is pretty different than something like [DFAC](https://us.dimensional.com/etfs/dfac/us-core-equity-2-etf) \+ [DFAX](https://us.dimensional.com/etfs/dfax/world-ex-us-core-equity-2-etf).