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 29.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.28 | 404.8 Mil | Technology |
NVIDIA Corp | 5.57 | 359.2 Mil | Technology |
Microsoft Corp | 5.38 | 346.6 Mil | Technology |
Amazon.com Inc | 2.91 | 187.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.30 | 148.0 Mil | Communication Services |
Alphabet Inc Class A | 1.68 | 108.6 Mil | Communication Services |
Alphabet Inc Class C | 1.43 | 91.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.35 | 87.3 Mil | Financial Services |
Eli Lilly and Co | 1.31 | 84.5 Mil | Healthcare |
Broadcom Inc | 1.26 | 81.2 Mil | Technology |