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pja 3 hours ago

Dimensional runs a bunch of ETFs which are effectively US & world equity index trackers that don’t slavishly follow the indices & can therefore avoid being forced to buy into IPOs or index updates. E.g. DFUS is effectively VTI (IIRC) without the requirement to immediately buy into IPOs that are added to the index:

  https://www.dimensional.com/us-en/funds/dfus/us-equity-market-etf
I don’t think they have a QQQ equivalent but I haven’t looked at their entire ETF list.

(I have no relationship with Dimensional, nor do I invest in these funds - I just saw them mentioned in a YT video on this topic a few months ago: https://www.youtube.com/watch?v=mqIHa6URUPk )

brikym 2 hours ago | parent [-]

I knew that would be a Ben Felix vid. He's awesome.

epolanski an hour ago | parent [-]

It's important to note, that whether it's intentional (doubt) or genuine mistake, he's misleading viewers when he says that Dimensional has outperformed other funds or indexes. In fact most of the Dimensional funds have underperformed markets, and they do so at higher (albeit approachable) TERs of 0.25.

There's a (rather short for his standards) video made by Paolo Coletti, professor of financial economy at Trento about dimensional performances.

It's in Italian, but both subtitles and Youtube's auto audio translation works fine.

He always includes data and google colabs so people can run tests and verify numbers themselves if they disagree.

https://www.youtube.com/watch?v=j_tBfYHh1J4