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 29.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.94 | 333.1 Mil | Technology |
Apple Inc | 5.90 | 330.4 Mil | Technology |
NVIDIA Corp | 5.51 | 308.7 Mil | Technology |
Amazon.com Inc | 3.14 | 176.1 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.91 | 107.0 Mil | Communication Services |
Meta Platforms Inc Class A | 1.84 | 102.9 Mil | Communication Services |
Alphabet Inc Class C | 1.71 | 95.6 Mil | Communication Services |
Eli Lilly and Co | 1.30 | 72.9 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.30 | 72.6 Mil | Financial Services |
Exxon Mobil Corp | 1.16 | 65.2 Mil | Energy |