DFA US Core Equity is a well-diversified strategy with some mild factor tilts and a low fee that should provide a long-term edge.
Dimensional US Core Equity Market ETF DFAU
Morningstar’s Analysis DFAU
Will DFAU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 5.95 | 332.6 Mil | Technology |
Microsoft Corp | 5.77 | 322.6 Mil | Technology |
NVIDIA Corp | 5.33 | 297.9 Mil | Technology |
Amazon.com Inc | 3.11 | 173.8 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.88 | 104.9 Mil | Communication Services |
Meta Platforms Inc Class A | 1.82 | 101.5 Mil | Communication Services |
Alphabet Inc Class C | 1.68 | 93.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.32 | 73.6 Mil | Financial Services |
Eli Lilly and Co | 1.31 | 73.3 Mil | Healthcare |
Exxon Mobil Corp | 1.17 | 65.5 Mil | Energy |