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Dimensional US Core Equity Market ETF DFAU

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

Morningstar’s Analysis DFAU

Will DFAU 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 DFAU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFAU 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 DFAU’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 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 DFAU

More DFAU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.79 316.2 Mil
Technology

Apple Inc

5.72 312.5 Mil
Technology

NVIDIA Corp

4.44 242.7 Mil
Technology

Amazon.com Inc

3.28 178.9 Mil
Consumer Cyclical

Alphabet Inc Class A

1.85 100.8 Mil
Communication Services

Meta Platforms Inc Class A

1.83 99.8 Mil
Communication Services

Alphabet Inc Class C

1.65 90.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.31 71.6 Mil
Financial Services

Eli Lilly and Co

1.24 68.0 Mil
Healthcare

Exxon Mobil Corp

1.22 66.4 Mil
Energy