If you are a factor investor, DFA's international ETFs were extremely tax-efficient last year; see 2023 tax costs for value ETFs. I don't know whether this will continue: I will post a similar chart of 2024 costs in early 2025.
You shouldn't become a factor investor just to take advantage of this tax situation. But if you have decided to overweight small-cap and value, then DFA funds in taxable are probably the best way to get that weighting for international stock.
You shouldn't become a factor investor just to take advantage of this tax situation. But if you have decided to overweight small-cap and value, then DFA funds in taxable are probably the best way to get that weighting for international stock.
Statistics: Posted by grabiner — Wed Aug 21, 2024 9:29 pm — Replies 15 — Views 1495