Dimensional Australian Core Equity Trust – Active ETF

Dimensional Australian Core Equity Trust – Active ETF is an actively managed exchange-traded fund that focuses on delivering long-term capital growth by investing in a broad and diversified portfolio of Australian-listed equities. The fund emphasizes exposure to companies with higher expected returns, notably through increased allocations to small-cap and value stocks relative to traditional market capitalization-weighted portfolios. Managed by DFA Australia Limited and established in 2006, the fund primarily tracks the Australian equity market, with the vast majority of holdings in domestic shares—often making up over 98% of the portfolio—with minimal allocations to international equities and cash. This ETF is designed for investors seeking broad-based participation in the Australian equity market while benefiting from the systematic integration of academic research into portfolio construction, such as tilting towards factors like size and value. Distributions are paid to investors, supporting regular income generation alongside capital growth; the fund has a track record of transparent dividend payments and a moderate management expense ratio. The Dimensional Australian Core Equity Trust – Active ETF plays a significant role in the Australian market by offering a cost-efficient, rules-based approach to core equity exposure and serving as a foundational holding for diversified investment portfolios.