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Comment by pja

3 hours ago

Most of the Dimensional ETFs seem to be following some kind of value investment strategy where they take an index but nudge it a bit by some value factor which is claimed to be based on long standing research. It wouldn’t be surprising if this value factor has underperformed in recent years which have been dominated by the rise of growth stocks. The video you link to seems to be talking about these ETFs, although I haven’t dived into the numbers.

As far as I can tell the straightforward US & world equity ETFs I’m referring to above don’t have this value bias.

The value ones mentioned by Felix do.

  • In the video I linked Felix only talks about DFUS, which has no value tilt.

    He may talk about their other funds in other videos, but not this one.