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DCOR

Dimensional - US Core Equity 1 ETF
1W: +1.4% 1M: -3.9% 3M: -1.4% YTD: -1.9% 1Y: +18.9%
$72.86
+0.23 (+0.32%)
 
ETF AMEX · AUM $2.7B
ETF-Level Metrics
AUM$2.7B
Holdings2,363
Top 10 Wt26.5%
Beta1.03
% Profitable75%
Coverage100%
Portfolio Valuation
P/E31.2
P/B10.7
P/S7.2
EV/EBITDA21.6
P/FCF39.5
PEG1.41
Profitability & Returns
Gross Margin51.2%
Net Margin23.1%
ROE37.5%
ROA11.4%
ROIC31.2%
Div Yield1.32%
Leverage & Liquidity
Debt/Equity0.61
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov10.8x
Current Ratio1.17
Quick Ratio1.10
Growth (YoY)
Revenue+13.7%
Net Income+26.2%
EPS+27.4%
FCF+28.7%
EBITDA+23.0%
Rev CAGR 3Y+12.5%
Quality Scores
Piotroski F6.7
Altman Z10.48
IS Quality73.3
IS Overall60.9
IS Value49.2
Median P/E15.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 350 26.9% 34.7
Financial Services 479 14.8% 15.0
Industrials 395 12.4% 52.2
Consumer Cyclical 307 10.5% 27.1
Healthcare 332 9.6% 21.2
Communication Services 99 8.5% 29.4
Energy 128 6.0% 32.1
Consumer Defensive 115 5.4% 16.9
Basic Materials 96 2.9% -5.0
Utilities 69 2.8% 22.7
Real Estate 22 0.2% 107.6
Other 10 0.1%

Smart Money Overlap

87 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 3.53% 4 Bullish 1 25 +4.0%
META Meta Platforms, Inc. 1.70% 4 Bullish 42 14 -3.2%
AVGO Broadcom Inc. 1.56% 4 Bullish 1 10 -2.2%
JPM JPMorgan Chase & Co. 1.32% 4 Bullish 14 9 +0.1%
JNJ Johnson & Johnson 0.86% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 0.58% 4 Bullish 22 3 +1.2%
HD The Home Depot, Inc. 0.54% 4 Bullish 11 11 -3.3%
MRK Merck & Co., Inc. 0.53% 4 Bullish 11 2 +2.1%
MU Micron Technology, Inc. 0.49% 4 Bullish 3 4 +13.8%
NFLX Netflix, Inc. 0.47% 4 Bullish 71 13 +3.2%
T AT&T Inc. 0.43% 4 Bullish 28 5 -2.3%
COP ConocoPhillips 0.39% 4 Bullish 1 3 +22.4%
CSCO Cisco Systems, Inc. 0.33% 4 Bullish 5 6 +0.1%
IBM International Business Machines Corporation 0.30% 4 Bullish 10 8 +2.5%
RTX RTX Corporation 0.28% 4 Bullish 18 3 +0.2%
PFE Pfizer Inc. 0.27% 4 Bullish 11 2 +6.5%
AXP American Express Company 0.25% 4 Bullish 17 7 -1.9%
TRV The Travelers Companies, Inc. 0.25% 4 Bullish 23 1 +0.8%
EOG EOG Resources, Inc. 0.24% 4 Bullish 21 1 +26.6%
INTC Intel Corporation 0.23% 4 Bullish 2 2 +10.5%
Showing 50 of 2402 holdings · Page 1 of 49
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 5.58% $148.9M 847,142 35.9 $4.3T Technology
2 APPLE INC. AAPL 5.31% $141.8M 554,588 32.0 $3.8T Technology
3 MICROSOFT CORP MSFT 3.53% $94.3M 255,170 23.3 $2.8T Technology
4 AMAZON.COM INC. AMZN 2.64% $70.5M 334,987 28.9 $2.3T Consumer Cyclical
5 ALPHABET INC - CLASS A GOOGL 2.04% $54.3M 182,669 27.0 $3.6T Communication Services
6 META PLATFORMS INC META 1.70% $45.4M 78,332 24.0 $1.4T Communication Services
7 ALPHABET INC GOOG 1.61% $43.0M 145,814 27.0 $3.6T Communication Services
8 BROADCOM INC AVGO 1.56% $41.5M 132,377 59.7 $1.5T Technology
9 JPMORGAN CHASE & CO JPM 1.32% $35.2M 119,035 14.4 $794.5B Financial Services
10 EXXON MOBIL CORP. XOM 1.19% $31.6M 196,695 24.1 $669.5B Energy
11 ELI LILLY AND COMPANY LLY 1.06% $28.3M 29,678 40.7 $884.0B Healthcare
12 BERKSHIRE HATHAWAY CL-B BRK-B 1.06% $28.2M 58,908 15.4 $1.0T Financial Services
13 JOHNSON & JOHNSON JNJ 0.86% $22.9M 93,806 22.0 $585.7B Healthcare
14 VISA INC V 0.66% $17.6M 58,990 27.7 $580.0B Financial Services
15 TESLA INC TSLA 0.65% $17.5M 45,804 307.1 $1.4T Consumer Cyclical
16 MASTERCARD INC - A MA 0.61% $16.3M 33,166 29.6 $440.4B Financial Services
17 CHEVRON CORP. CVX 0.61% $16.2M 82,042 32.2 $397.7B Energy
18 WALMART INC. WMT 0.58% $15.4M 123,539 45.8 $1.0T Consumer Defensive
19 CATERPILLAR INC. CAT 0.57% $15.2M 20,780 37.7 $335.6B Industrials
20 ABBVIE INC. ABBV 0.55% $14.6M 67,891 88.0 $369.2B Healthcare
21 HOME DEPOT INC HD 0.54% $14.5M 43,868 22.6 $320.3B Consumer Cyclical
22 MERCK & COMPANY INC MRK 0.53% $14.2M 117,103 16.5 $298.8B Healthcare
23 COSTCO WHOLESALE CORP. COST 0.51% $13.7M 13,742 52.7 $450.3B Consumer Defensive
24 PROCTER & GAMBLE CO/THE PG 0.51% $13.7M 94,773 21.1 $334.4B Consumer Defensive
25 VERIZON COMMUNICATIONS VZ 0.50% $13.5M 272,657 12.2 $208.4B Communication Services
26 MICRON TECHNOLOGY INC. MU 0.49% $13.0M 35,321 17.1 $413.0B Technology
27 NETFLIX.COM INC. NFLX 0.47% $12.6M 131,497 38.0 $418.1B Communication Services
28 AT&T INC. T 0.43% $11.6M 408,495 9.3 $198.2B Communication Services
29 COCA COLA CO. KO 0.43% $11.5M 150,675 25.2 $330.0B Consumer Defensive
30 BANK OF AMERICA CORP BAC 0.42% $11.1M 224,954 11.9 $354.4B Financial Services
31 WELLS FARGO & CO. WFC 0.41% $11.0M 137,084 12.0 $248.7B Financial Services
32 CONOCOPHILLIPS COP 0.39% $10.4M 81,048 19.6 $159.5B Energy
33 GOLDMAN SACHS GROUP INC. GS 0.39% $10.3M 11,948 15.7 $256.1B Financial Services
34 GENERAL ELECTRIC COMPANY GE 0.34% $9.2M 31,280 34.5 $296.6B Industrials
35 ORACLE CORP. ORCL 0.34% $9.1M 62,829 25.8 $421.0B Technology
36 CISCO SYSTEMS INC. CSCO 0.33% $8.7M 111,701 28.2 $312.2B Technology
37 PEPSICO INC. PEP 0.33% $8.7M 56,230 26.1 $214.6B Consumer Defensive
38 NEW LINDE PLC LIN.DE 0.33% $8.7M 17,606 33.8 $200.9B Basic Materials
39 MORGAN STANLEY MS 0.31% $8.3M 50,229 15.4 $263.2B Financial Services
40 AMGEN INC AMGN 0.30% $8.1M 22,913 24.3 $187.6B Healthcare
41 INTERNATIONAL BUSINESS MA IBM 0.30% $7.9M 32,688 21.9 $232.8B Technology
42 LAM RESEARCH CORP LRCX 0.30% $7.9M 35,481 44.3 $272.8B Technology
43 BRISTOL-MYERS SQUIBB CO. BMY 0.29% $7.7M 124,342 17.2 $121.4B Healthcare
44 APPLIED MATERIALS INC. AMAT 0.29% $7.7M 21,625 35.3 $276.5B Technology
45 RTX CORP RTX 0.28% $7.6M 39,034 39.2 $263.4B Industrials
46 MCDONALD'S CORP. MCD 0.28% $7.6M 24,706 25.6 $219.2B Consumer Cyclical
47 KLA CORP KLAC 0.28% $7.5M 4,909 43.8 $199.3B Technology
48 WESTERN DIGITAL WDC 0.27% $7.3M 24,604 26.7 $100.0B Technology
49 PFIZER INC. PFE 0.27% $7.1M 247,936 20.7 $161.1B Healthcare
50 PHILIP MORRIS INTL PM 0.26% $7.0M 44,207 21.7 $246.1B Consumer Defensive
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms