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Sunday, August 23, 2026The Morning Brief →Sign in
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

$39.93+0.50% today
314252-WK
Price & daily flows
39.836.533.239.93DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +18.0% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$4.1Bassets under management
expense ratio
net flow, trailing month
981Kavg daily volume, 30 days
5545holdings · US-domiciled
2023listed October 12, 2023 · beta 1.36
The book at a glance
PDD-1.3%IBN+0.8%VALE+2.5%GFI+5.2%HDB+1.1%KB+4.2%PBR.A+1.1%BABA-8.6%NTES+7.0%UMC+1.9%YUMC+1.3%AMX+1.7%VIPS+1.6%HMY+6.9%CX+4.8%TSM+0.7%YUMC+1.3%ASX+0.0%INFY+0.9%PAC+1.3%CIBRDY+0.6%SHGSBS+3.4%BCHGGBPBRCHTLTMSBSWTME

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1PDDPDD HOLDINGS0.40%$88.38-1.3%
2IBNICICI BANK0.36%$29.91+0.8%
3VALEVALE0.32%$14.59+2.5%
4GFIGOLD FIELDS0.22%$47.81+5.2%
5HDBHDFC BANK0.25%$23.60+1.1%
6KBKB FINANCIAL GROUP0.17%$117.96+4.2%
7PBR.A-0.18%$17.22+1.1%
8BABAALIBABA0.19%$119.34-8.6%
9NTESNETEASE0.17%$128.17+7.0%
10UMCUNITED MICROELECTRONICS0.20%$18.34+1.9%
11YUMCYUM CHINA HOLDINGS0.11%$49.52+1.3%
12AMXAMERICA MOVIL SAB DE CV0.12%$23.79+1.7%
13VIPSVIPSHOP HOLDINGS0.11%$14.53+1.6%
14HMYHARMONY GOLD MINING CO0.08%$23.54+6.9%
15CXCEMEX SAB DE CV0.12%$11.11+4.8%

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Sector weights
Technology21.71%
Information Technology21.54%
Finance20.38%
Electronic Technology18.14%
Financial Services17.79%
Financials17.69%
Consumer Discretionary16.9%
Consumer Cyclical11.83%
Industrials11.79%
Materials9.14%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
Other35.44%
India23.39%
China21.27%
Taiwan19.13%
Taiwan (Province of China)16.68%
South Korea11.2%
Korea (the Republic of)8.07%
Brazil4.09%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+0.4%
1 month+4.0%
3 months+0.5%
6 months+8.4%
YTD+18.0%
1 year+27.9%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
24%realized volatility, 30 days (annualized)
23%realized volatility, 1 year
-14.3%deepest fall from a peak, 1 year
-5.7%where it sits vs. that peak today

The top holding is 4.6% of the book; the top ten carry 10%. Spread across 250+ names, it behaves like roughly 36 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

The case against DFEM

Due diligence cuts both ways. These funds sit on the same shelf and beat DFEM on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
FLOW Global X U.S. Cash Flow Kings 100 ETF0.25%$4132.70T1002329× the assetsHead-to-head
IEFA iShares Core MSCI EAFE ETF0.07%$193.2B+$631M47× the assets · +$631M in over the monthHead-to-head
IEMG iShares Core MSCI Emerging Markets ETF0.09%$160.6B+$1.9B39× the assets · +$1.9B in over the monthHead-to-head
IDEV iShares Core MSCI International Developed Markets ETF0.04%$32.7B+$104M8× the assets · +$104M in over the monthHead-to-head
EFV iShares MSCI EAFE Value ETF0.34%$31.4B+$2.8B8× the assets · +$2.8B in over the monthHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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