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DFAC

Dimensional - US Core Equity 2 ETF
1W: -0.3% 1M: +2.9% 3M: +5.1% YTD: +8.9% 1Y: +26.2% 3Y: +78.3%
$43.59
+0.24 (+0.55%)
 
Weekly Expected Move ±1.5%
$42 $42 $43 $44 $44
ETF AMEX · AUM $44.9B
ETF-Level Metrics
AUM$44.9B
Holdings2,510
Top 10 Wt26.4%
Beta1.02
% Profitable72%
Coverage99%
Portfolio Valuation
P/E35.4
P/B13.5
P/S8.9
EV/EBITDA24.9
P/FCF48.9
PEG1.12
Profitability & Returns
Gross Margin54.0%
Net Margin25.0%
ROE42.3%
ROA14.0%
ROIC33.8%
Div Yield1.18%
Leverage & Liquidity
Debt/Equity0.56
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov14.3x
Current Ratio1.18
Quick Ratio1.11
Growth (YoY)
Revenue+15.9%
Net Income+30.7%
EPS+31.6%
FCF+29.5%
EBITDA+25.7%
Rev CAGR 3Y+13.1%
Quality Scores
Piotroski F6.8
Altman Z10.97
IS Quality74.3
IS Overall62.3
IS Value49.9
Median P/E14.5

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 372 29.9% 110.0
Financial Services 492 13.8% 14.4
Industrials 396 12.2% 62.9
Consumer Cyclical 316 10.1% 3.8
Healthcare 374 8.9% 9.6
Communication Services 111 8.0% 11.5
Energy 131 5.8% 8.8
Consumer Defensive 121 4.8% 15.0
Basic Materials 102 3.0% 13.1
Utilities 71 1.9% 44.5
Other 22 1.3%
Real Estate 24 0.2% -31.6

Smart Money Overlap

55 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CAT Caterpillar Inc. 0.46% 4 Bullish 1 4 +0.6%
IBM International Business Machines Corporation 0.29% 4 Bullish 3 9 +5.7%
HBAN Huntington Bancshares Incorporated 0.10% 4 Bullish 12 1 -3.8%
WAT Waters Corporation 0.09% 4 Bullish 2 1 +5.5%
CARR Carrier Global Corporation 0.08% 4 Bullish 1 3 -6.3%
PRU Prudential Financial, Inc. 0.07% 4 Bullish 3 1 +0.8%
BA The Boeing Company 0.06% 4 Bullish 3 4 -1.4%
APG APi Group Corporation 0.06% 4 Bullish 3 5 -1.3%
IFF International Flavors & Fragrances Inc. 0.05% 4 Bullish 7 2 +8.8%
GPN Global Payments Inc. 0.04% 4 Bullish 3 2 +6.8%
PANW Palo Alto Networks, Inc. 0.03% 4 Bullish 2 5 +60.4%
GBCI Glacier Bancorp, Inc. 0.03% 4 Bullish 1 1 -0.1%
EPAM EPAM Systems, Inc. 0.02% 4 Bullish 6 1 -9.7%
BRO Brown & Brown, Inc. 0.02% 4 Bullish 1 4 +0.8%
WHR Whirlpool Corporation 0.00% 4 Bullish 1 2 -21.3%
MU Micron Technology, Inc. 0.98% 3 Bullish 3 4 +133.4%
INTC Intel Corporation 0.38% 3 Bullish 1 1 +182.0%
EOG EOG Resources, Inc. 0.20% 3 Bullish 0 1 +25.3%
COHR Coherent, Inc. 0.17% 3 Bullish 0 1 +38.7%
OXY Occidental Petroleum Corporation 0.15% 3 Bullish 1 1 +27.1%
Showing 50 of 2532 holdings · Page 1 of 51
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 6.08% $2.8B 12,545,014 32.8 $5.2T Technology
2 APPLE INC. AAPL 5.06% $2.3B 7,723,695 37.1 $4.5T Technology
3 MICROSOFT CORP MSFT 3.94% $1.8B 4,317,740 24.8 $3.1T Technology
4 AMAZON.COM INC. AMZN 2.98% $1.4B 5,186,465 31.5 $2.9T Consumer Cyclical
5 ALPHABET INC - CLASS A GOOGL 2.08% $960.7M 2,470,189 28.9 $4.6T Communication Services
6 META PLATFORMS INC META 1.80% $831.2M 1,373,807 21.9 $1.5T Communication Services
7 ALPHABET INC GOOG 1.65% $758.9M 1,971,768 28.9 $4.6T Communication Services
8 CASH AND CASH EQUIVALENTS Cash 1.33% $611.3M 611,262,237
9 MICRON TECHNOLOGY INC. MU 0.98% $453.7M 619,835 35.0 $846.9B Technology
10 JPMORGAN CHASE & CO JPM 0.94% $431.0M 1,427,337 14.5 $820.9B Financial Services
11 BROADCOM INC AVGO 0.93% $426.9M 1,021,968 78.6 $2.0T Technology
12 ELI LILLY AND COMPANY LLY 0.92% $423.2M 415,370 37.7 $1.0T Healthcare
13 EXXON MOBIL CORP. XOM 0.86% $395.7M 2,531,922 25.6 $642.1B Energy
14 JOHNSON & JOHNSON JNJ 0.78% $361.8M 1,577,815 27.2 $564.1B Healthcare
15 BERKSHIRE HATHAWAY CL-B BRK-B 0.70% $321.9M 669,311 14.5 $1.0T Financial Services
16 VISA INC V 0.63% $292.6M 884,785 28.3 $630.4B Financial Services
17 CISCO SYSTEMS INC. CSCO 0.56% $258.2M 2,257,636 39.8 $475.6B Technology
18 WESTERN DIGITAL WDC 0.54% $250.2M 544,361 25.8 $166.9B Technology
19 CHEVRON CORP. CVX 0.53% $244.3M 1,276,771 34.4 $381.3B Energy
20 COSTCO WHOLESALE CORP. COST 0.48% $220.3M 205,120 53.4 $456.2B Consumer Defensive
21 PROCTER & GAMBLE CO/THE PG 0.47% $217.3M 1,525,457 20.9 $336.3B Consumer Defensive
22 CATERPILLAR INC. CAT 0.46% $214.2M 245,434 43.3 $405.3B Industrials
23 MASTERCARD INC - A MA 0.46% $212.9M 427,541 28.5 $440.5B Financial Services
24 LAM RESEARCH CORP LRCX 0.40% $184.8M 632,750 56.9 $381.9B Technology
25 ABBVIE INC. ABBV 0.39% $178.0M 838,231 105.1 $381.1B Healthcare
26 MERCK & COMPANY INC MRK 0.39% $177.7M 1,572,214 33.9 $302.3B Healthcare
27 COCA COLA CO. KO 0.38% $177.2M 2,173,495 25.6 $350.6B Consumer Defensive
28 INTEL CORP INTC 0.38% $176.3M 1,481,780 -191.9 $602.3B Technology
29 NETFLIX.COM INC. NFLX 0.38% $174.6M 1,982,518 28.0 $373.1B Communication Services
30 ADVANCED MICRO DEVICES AMD 0.37% $168.9M 377,330 152.2 $762.3B Technology
31 HOME DEPOT INC HD 0.36% $164.1M 528,225 22.2 $311.8B Consumer Cyclical
32 ORACLE CORP. ORCL 0.35% $163.6M 869,510 33.8 $552.4B Technology
33 GOLDMAN SACHS GROUP INC. GS 0.33% $154.0M 156,827 16.8 $294.0B Financial Services
34 QUALCOMM INC. QCOM 0.33% $152.0M 750,623 25.6 $251.0B Technology
35 TESLA INC TSLA 0.30% $136.9M 328,024 355.4 $1.6T Consumer Cyclical
36 NEW LINDE PLC LIN.DE 0.30% $136.4M 269,327 33.7 $206.1B Basic Materials
37 WALMART INC. WMT 0.29% $135.9M 1,038,326 41.6 $958.7B Consumer Defensive
38 INTERNATIONAL BUSINESS MA IBM 0.29% $134.8M 599,282 22.2 $238.6B Technology
39 VERIZON COMMUNICATIONS VZ 0.29% $133.0M 2,781,738 11.7 $201.9B Communication Services
40 BANK OF AMERICA CORP BAC 0.29% $132.1M 2,578,993 11.9 $367.6B Financial Services
41 PEPSICO INC. PEP 0.29% $131.9M 883,727 23.5 $205.8B Consumer Defensive
42 WELLS FARGO & CO. WFC 0.28% $130.8M 1,725,647 11.2 $233.8B Financial Services
43 TEXAS INSTRUMENTS INC. TXN 0.27% $124.0M 406,685 52.4 $281.4B Technology
44 KLA CORP KLAC 0.27% $123.3M 67,392 52.9 $246.7B Technology
45 MORGAN STANLEY MS 0.27% $123.2M 622,769 17.4 $317.1B Financial Services
46 UNITEDHEALTH GROUP INC. UNH 0.26% $118.1M 308,132 29.4 $352.8B Healthcare
47 CORNING INC GLW 0.25% $116.9M 647,057 92.5 $167.0B Technology
48 CONOCOPHILLIPS COP 0.24% $112.7M 920,791 20.1 $146.8B Energy
49 AMGEN INC AMGN 0.24% $111.8M 337,088 23.5 $183.1B Healthcare
50 GENERAL ELECTRIC COMPANY GE 0.24% $110.4M 367,673 36.3 $316.4B Industrials
1 2 3 ... 51 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms