Generally, the Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates). The Portfolio is designed to purchase a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets.
Dimensional - World ex US Core Equity 2 ETF · Issued by Dimensional
| 2330.TW | Taiwan Semiconductor Manufacturing Co Ltd | 2.22% |
| 005930.KQ | Samsung Electronics Co Ltd | 1.32% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | 0.97% |
| 000660.KQ | SK hynix Inc | 0.80% |
| ASML | ASML Holding NV ADR | 0.63% |
| NVS | Novartis AG ADR | 0.63% |
| RY | Royal Bank of Canada | 0.57% |
| TTE.PA | TotalEnergies SE | 0.53% |
| SHEL | Shell PLC ADR (Representing - Ordinary Shares) | 0.45% |
| 0700.HK | Tencent Holdings Ltd | 0.45% |
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