Seasonal Evaluation for Dimensional U.S. Core Equity 2 ETF (DFAC)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 75.00% | 40.00% | 100.00% |
| Median Return | 0.41% | 4.07% | -1.24% | 9.47% |
| Average Return | 7.04% | 4.22% | 7.26% | 5.17% |
| Maximum Gain | 9.53% | 8.97% | 7.91% | 11.96% |
| Gain Year | 2024 | 2025 | 2025 | 2023 |
| Maximum Loss | -4.58% | -15.19% | -4.20% | 1.16% |
| Loss Year | 2022 | 2022 | 2022 | 2024 |
| Based on the past 4 years (2022-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.78% | 55.56% | 62.50% | 70.00% |
| Median Return | 5.20% | 1.21% | 3.21% | 4.77% |
| Average Return | 5.64% | 5.24% | 5.18% | 5.69% |
| Maximum Gain | 11.96% | 8.97% | 9.53% | 11.96% |
| Gain Year | 2023 | 2025 | 2024 | 2023 |
| Maximum Loss | -4.58% | -15.19% | -15.19% | -4.20% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 4 years (2022-2025) | ||||