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 31.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.48 | 379.2 Mil | Technology |
NVIDIA Corp | 6.10 | 356.9 Mil | Technology |
Microsoft Corp | 6.02 | 352.2 Mil | Technology |
Amazon.com Inc | 3.08 | 180.1 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 1.92 | 112.3 Mil | Communication Services |
Alphabet Inc Class A | 1.86 | 109.0 Mil | Communication Services |
Alphabet Inc Class C | 1.66 | 97.4 Mil | Communication Services |
Broadcom Inc | 1.44 | 84.3 Mil | Technology |
Eli Lilly and Co | 1.37 | 80.3 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.27 | 74.1 Mil | Financial Services |