— Know what they know.
Not Investment Advice

DFQTX

DFA U.S. Core Equity 2 Portfolio
1W: -3.2% 1M: -7.8% 3M: -5.3% YTD: -4.8% 1Y: +16.2% 3Y: +59.5% 5Y: +45.4%
$43.84
+0.08 (+0.18%)
 
Weekly Expected Move ±2.1%
$41 $42 $43 $44 $44
ETF NASDAQ · AUM $36.8B
ETF-Level Metrics
AUM$36.8B
Holdings2,479
Top 10 Wt28.0%
Beta1.03
% Profitable73%
Coverage99%
Portfolio Valuation
P/E263.9
P/B92.6
P/S64.8
EV/EBITDA21.4
P/FCF333.2
PEG10.16
Profitability & Returns
Gross Margin53.0%
Net Margin24.5%
ROE38.5%
ROA11.5%
ROIC33.5%
Div Yield1.27%
Leverage & Liquidity
Debt/Equity0.59
Debt/Assets0.18
Net Debt/EBITDA-0.1x
Interest Cov10.4x
Current Ratio1.18
Quick Ratio1.12
Growth (YoY)
Revenue+14.4%
Net Income+23.7%
EPS+28.0%
FCF+27.4%
EBITDA+22.6%
Rev CAGR 3Y+13.6%
Quality Scores
Piotroski F6.7
Altman Z11.71
IS Quality73.8
IS Overall59.4
IS Value49.9
Median P/E14.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 372 31.3% 33.9
Financial Services 505 16.9% 14.1
Industrials 416 12.6% 50.3
Consumer Cyclical 334 9.3% 24.6
Healthcare 322 8.5% 20.7
Communication Services 111 6.3% 32.5
Consumer Defensive 128 5.1% 22.9
Energy 122 4.9% 31.5
Other 33 3.5%
Basic Materials 103 2.6% -4.9
Utilities 69 2.3% 25.0
Real Estate 27 0.3% 80.8

Smart Money Overlap

84 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 2.17% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 1.55% 4 Bullish 14 9 +0.2%
AVGO Broadcom Inc. 1.26% 4 Bullish 1 10 -2.2%
JNJ Johnson & Johnson 0.69% 4 Bullish 12 2 +0.4%
ABBV AbbVie Inc. 0.66% 4 Bullish 15 1 -4.0%
WMT Walmart Inc. 0.65% 4 Bullish 22 3 +1.2%
HD The Home Depot, Inc. 0.49% 4 Bullish 11 11 -3.3%
IBM International Business Machines Corporation 0.47% 4 Bullish 10 8 +2.5%
CSCO Cisco Systems, Inc. 0.46% 4 Bullish 5 6 +0.1%
RTX RTX Corporation 0.34% 4 Bullish 18 3 +0.2%
COP ConocoPhillips 0.32% 4 Bullish 1 3 +22.3%
C Citigroup Inc. 0.27% 4 Bullish 35 9 -0.1%
T AT&T Inc. 0.27% 4 Bullish 28 5 -2.3%
NFLX Netflix, Inc. 0.25% 4 Bullish 71 13 +3.2%
DE Deere & Company 0.24% 4 Bullish 10 3 +22.9%
KR The Kroger Co. 0.23% 4 Bullish 12 2 -3.5%
MRK Merck & Co., Inc. 0.21% 4 Bullish 11 2 +2.1%
HON Honeywell International Inc. 0.21% 4 Bullish 11 3 -4.2%
DIS The Walt Disney Company 0.21% 4 Bullish 29 3 +0.3%
SCHW The Charles Schwab Corporation 0.18% 4 Bullish 12 3 +1.5%
Showing 50 of 2542 holdings · Page 1 of 51
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 6.30% $2.3B 11,134,534 35.9 $4.3T Technology
2 Apple Inc AAPL.NE 5.15% $1.8B 6,813,435 32.0 $5.1T Technology
3 Microsoft Corp MSFT 5.04% $1.8B 3,480,304 23.3 $2.8T Technology
4 Meta Platforms Inc META 2.17% $774.8M 1,194,962 24.0 $1.4T Communication Services
5 Alphabet Inc GOOGL.SW 2.16% $772.1M 2,745,895 27.0 $2.9T Technology
6 Amazon.com Inc AMZN 2.00% $714.6M 2,925,988 28.9 $2.3T Consumer Cyclical
7 Dimensional Holdings Inc. Private 1.71% $609.9M 609,855,960
8 The DFA Investment Trust Company Private 1.68% $599.5M 51,828,438
9 JPMorgan Chase & Co JPM 1.55% $555.3M 1,784,778 14.4 $794.5B Financial Services
10 Alphabet Inc GOOG 1.33% $475.8M 1,688,195 27.0 $3.6T Communication Services
11 Broadcom Inc AVGO 1.26% $449.2M 1,215,330 59.7 $1.5T Technology
12 Berkshire Hathaway Inc BRK-B 1.09% $388.3M 813,088 15.4 $1.0T Financial Services
13 Exxon Mobil Corp XOM 0.98% $348.8M 3,049,952 24.1 $669.5B Energy
14 Eli Lilly & Co LLY 0.89% $319.3M 370,043 40.7 $884.0B Healthcare
15 State Street Global Advisors GVMXX 0.88% $316.1M 316,106,224 Financial Services
16 Mastercard Inc MA.BA 0.75% $268.6M 486,597 29.6 $631.0T Financial Services
17 Visa Inc V.BA 0.75% $267.8M 785,945 27.7 $811.1T Financial Services
18 Johnson & Johnson JNJ 0.69% $245.4M 1,299,480 22.0 $585.7B Healthcare
19 AbbVie Inc ABBV 0.66% $237.8M 1,090,619 88.0 $369.2B Healthcare
20 Walmart Inc WMT 0.65% $231.4M 2,286,919 45.8 $1.0T Consumer Defensive
21 Chevron Corp CVX 0.64% $228.0M 1,445,335 32.2 $397.7B Energy
22 Procter & Gamble Co/The PG 0.59% $210.9M 1,402,334 21.1 $334.4B Consumer Defensive
23 Oracle Corp ORCL 0.53% $190.9M 727,057 25.8 $421.0B Technology
24 Caterpillar Inc CAT 0.52% $185.8M 321,812 37.7 $335.6B Industrials
25 Bank of America Corp BAC 0.50% $179.2M 3,352,939 11.9 $354.4B Financial Services
26 Home Depot Inc/The HD 0.49% $173.5M 456,996 22.6 $320.3B Consumer Cyclical
27 International Business Machines Corp IBM 0.47% $168.2M 547,292 21.9 $232.8B Technology
28 Cisco Systems Inc CSCO 0.46% $164.3M 2,247,906 28.2 $312.2B Technology
29 AppLovin Corp APP 0.45% $161.9M 254,085 39.2 $130.6B Technology
30 Wells Fargo & Co WFC 0.42% $151.6M 1,742,572 12.0 $248.7B Financial Services
31 Coca-Cola Co/The KO 0.42% $150.0M 2,176,890 25.2 $330.0B Consumer Defensive
32 QUALCOMM Inc QCOM 0.41% $147.9M 817,724 25.3 $135.4B Technology
33 PepsiCo Inc PEP 0.39% $138.2M 945,791 26.1 $214.6B Consumer Defensive
34 General Electric Co GEC.L 0.37% $133.8M 433,225 34.5 $259.9B Industrials
35 Goldman Sachs Group Inc/The GS 0.37% $133.5M 169,100 15.7 $256.1B Financial Services
36 RTX Corp RTX 0.34% $122.4M 685,529 39.2 $263.4B Industrials
37 American Express Co AXP 0.34% $120.5M 334,085 19.0 $206.1B Financial Services
38 ConocoPhillips COP 0.32% $115.8M 1,303,709 19.6 $159.5B Energy
39 Amgen Inc AMGN 0.31% $109.2M 365,932 24.3 $187.6B Healthcare
40 Tesla Inc TSLA 0.30% $106.6M 233,382 307.1 $1.4T Consumer Cyclical
41 Costco Wholesale Corp COST 0.27% $96.6M 105,983 52.7 $450.3B Consumer Defensive
42 UnitedHealth Group Inc UNH.BA 0.27% $95.7M 280,308 20.9 $370.0T Healthcare
43 Citigroup Inc C 0.27% $95.3M 941,348 14.7 $201.6B Financial Services
44 AT&T Inc T 0.27% $94.9M 3,832,947 9.3 $198.2B Communication Services
45 Vistra Corp VST 0.26% $92.5M 491,449 54.4 $51.2B Utilities
46 Morgan Stanley MS 0.26% $92.5M 564,090 15.4 $263.2B Financial Services
47 Union Pacific Corp UNP.DE 0.26% $91.9M 417,017 20.3 $125.1B Industrials
48 Lam Research Corp LAR.DE 0.25% $91.1M 578,826 44.3 $97.2B Technology
49 Netflix Inc NFLX 0.25% $89.5M 79,982 38.0 $418.1B Communication Services
50 Gilead Sciences Inc GILD.SW 0.25% $89.1M 743,690 $137.6B Healthcare
1 2 3 ... 51 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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