DFAC ranks 3rd and BRES 81st of 121 funds in the US Active Equity Category.
BRES vs DFAC
DFAC −0.62pt a year
0.79%0.17%
DFAC 155.2×the volume
12.9K2M
BRES vs DFAC Performance
−5.2%+1.1%
- BRES 0.79%
- DFAC 0.17%, better
- BRES $642M
- DFAC $87.7B
- BRES
- DFAC +16.1%
- BRES
- DFAC 0.88%
- BRES 68
- DFAC 2553
- BRES 12.9K sh
- DFAC 2M sh, better
- BRES $25.40
- DFAC $44.87
ETF.net Grade
| Pillar | BRES | DFAC |
|---|---|---|
| Cost | D31 | A94Higher |
| Mission | A100 | |
| Risk | D38 | B66Higher |
| Tradability | C42 | A87Higher |
| Holdings | B59 | A87Higher |
| Durability | B60 | A97Higher |
Rank among US Active Equity funds
Same Category. BRES and DFAC are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
BRESD
DFACA
In short
BRES Burney has rated stocks on growth, value, profitability, quality and momentum since 1974. BRES puts that model in a plain core U.S. equity wrapper, with one odd twist: a digital-footprint signal built to flag revenue surprises early.
DFAC Dimensional's whole-market workhorse: roughly 2,600 US stocks in one ticker, run by managers who weigh federal tax consequences before they trade, at a fee closer to index funds than to active ones.
Stated mandate
BRES The Fund seeks capital appreciation.
DFAC The fund seeks long-term capital appreciation while considering federal income-tax implications in its investment decisions.
Why people hold it
Worth knowing
BRES vs DFAC Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BRES vs DFAC Cost
Overpaying BRES vs DFAC
$11,628
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BRES 0.79%
$15,174
DFAC 0.17%
$3,546
Cost over time
Year by year
| Year | BRES | DFAC | Overpaying |
|---|---|---|---|
| 10 | $1,405 | $310 | $1,095 |
| 20 | $5,331 | $1,211 | $4,120 |
| 30 | $15,174 | $3,546 | $11,628 |
- 0.79%BRES
- 0.17%DFAC, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
DFAC 8th cheapest of 121 funds
BRES 82nd cheapest of 121 funds
BRES vs DFAC Dividends
- BRES
- DFAC 0.88%
- BRES
- DFAC $0.39
- BRES $0.04
- DFAC $0.10
- BRES Mar 30, 2026
- DFAC Sep 22, 2026
- BRES Mar 31, 2026
- DFAC Sep 24, 2026
- BRES Irregular
- DFAC Quarterly
Distribution history
BRES vs DFAC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BRES DFAC 12.6%
- Return per unit of risk
- BRES DFAC 1.32
- Worst fall
- BRES DFAC −23.1%
- Market sensitivity
- BRES 0.88DFAC 0.99
BRES and DFAC in the news
Head-to-Head
ITOT is the better U.S. stock fund than DFAC

Popular comparisons
- 0.79% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.26%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.26%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.