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Dimensional US Core Equity 2 ETF DFAC

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFAC

Will DFAC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFAC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFAC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFAC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest factor tilts should provide a long-term advantage.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Core Equity 2 is a well-diversified strategy with some mild factor tilts and a low fee that should provide a long-term edge.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFAC

More DFAC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.56 1.6 Bil
Technology

Apple Inc

5.29 1.5 Bil
Technology

Microsoft Corp

5.24 1.5 Bil
Technology

Amazon.com Inc

1.57 440.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.50 423.0 Mil
Communication Services

Alphabet Inc Class A

1.34 377.8 Mil
Communication Services

Eli Lilly and Co

1.22 343.3 Mil
Healthcare

Exxon Mobil Corp

1.04 291.4 Mil
Energy

Alphabet Inc Class C

1.02 286.1 Mil
Communication Services

JPMorgan Chase & Co

0.98 274.3 Mil
Financial Services