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 27.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.82 | 308.0 Mil | Technology |
Apple Inc | 5.38 | 284.7 Mil | Technology |
NVIDIA Corp | 4.03 | 213.1 Mil | Technology |
Amazon.com Inc | 3.15 | 166.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 1.99 | 105.2 Mil | Communication Services |
Alphabet Inc Class A | 1.77 | 93.8 Mil | Communication Services |
Alphabet Inc Class C | 1.59 | 84.0 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.35 | 71.4 Mil | Financial Services |
Eli Lilly and Co | 1.23 | 65.3 Mil | Healthcare |
JPMorgan Chase & Co | 1.16 | 61.1 Mil | Financial Services |