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DFAU

Dimensional - US Core Equity Market ETF
1W: +0.0% 1M: -4.5% 3M: -3.4% YTD: -3.0% 1Y: +16.1% 3Y: +70.3% 5Y: +73.1%
$45.55
+0.28 (+0.62%)
After Hours: $46.47 (+0.92, +2.02%)
ETF AMEX · AUM $10.8B
ETF-Level Metrics
AUM$10.8B
Holdings2,277
Top 10 Wt32.4%
Beta1.03
% Profitable73%
Coverage100%
Portfolio Valuation
P/E33.1
P/B10.5
P/S7.7
EV/EBITDA22.7
P/FCF41.6
PEG1.55
Profitability & Returns
Gross Margin50.7%
Net Margin23.2%
ROE35.7%
ROA12.1%
ROIC30.6%
Div Yield1.20%
Leverage & Liquidity
Debt/Equity0.53
Debt/Assets0.19
Net Debt/EBITDA-0.1x
Interest Cov12.4x
Current Ratio1.23
Quick Ratio1.15
Growth (YoY)
Revenue+16.0%
Net Income+27.7%
EPS+28.9%
FCF+31.0%
EBITDA+24.5%
Rev CAGR 3Y+13.4%
Quality Scores
Piotroski F6.8
Altman Z10.96
IS Quality75.0
IS Overall62.8
IS Value47.2
Median P/E15.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 342 31.2% 36.8
Financial Services 435 12.8% 14.3
Industrials 369 10.5% 54.3
Consumer Cyclical 296 10.5% 182.8
Communication Services 110 10.0% 30.1
Healthcare 325 9.3% 22.7
Consumer Defensive 113 5.1% 26.4
Energy 122 4.9% 35.0
Utilities 67 2.9% 24.4
Basic Materials 95 2.3% -4.1
Other 17 0.3%
Real Estate 18 0.2% 131.1

Smart Money Overlap

92 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 2.18% 4 Bullish 42 14 +0.2%
AVGO Broadcom Inc. 2.09% 4 Bullish 1 10 -0.9%
JPM JPMorgan Chase & Co. 1.19% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 0.76% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 0.70% 4 Bullish 21 3 +2.2%
V Visa Inc. 0.70% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 0.63% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 0.53% 4 Bullish 71 13 -5.0%
MRK Merck & Co., Inc. 0.49% 4 Bullish 11 2 +0.9%
CAT Caterpillar Inc. 0.48% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.42% 4 Bullish 5 6 +3.7%
IBM International Business Machines Corporation 0.39% 4 Bullish 10 8 -0.2%
RTX RTX Corporation 0.36% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.31% 4 Bullish 7 8 -4.1%
T AT&T Inc. 0.30% 4 Bullish 29 5 +3.0%
MCD McDonald's Corporation 0.29% 4 Bullish 11 1 -4.3%
COP ConocoPhillips 0.28% 4 Bullish 1 3 +20.9%
INTC Intel Corporation 0.27% 4 Bullish 2 2 +3.4%
C Citigroup Inc. 0.26% 4 Bullish 36 9 -2.5%
GEV GE Vernova Inc. 0.24% 4 Bullish 8 7 +5.7%
Showing 50 of 2309 holdings · Page 1 of 47
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 6.68% $688.1M 3,853,504 36.2 $4.3T Technology
2 APPLE INC. AAPL 5.74% $590.6M 2,372,068 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 4.83% $497.1M 1,277,724 23.1 $2.8T Technology
4 AMAZON.COM INC. AMZN 3.13% $322.3M 1,543,853 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC - CLASS A GOOGL 2.68% $275.9M 898,474 26.6 $3.5T Communication Services
6 ALPHABET INC GOOG 2.20% $227.0M 742,397 26.6 $3.5T Communication Services
7 META PLATFORMS INC META 2.18% $224.9M 370,655 24.8 $1.5T Communication Services
8 BROADCOM INC AVGO 2.09% $215.1M 672,614 60.5 $1.5T Technology
9 TESLA INC TSLA 1.68% $172.9M 454,636 328.7 $1.4T Consumer Cyclical
10 JPMORGAN CHASE & CO JPM 1.19% $123.0M 427,047 14.4 $796.8B Financial Services
11 BERKSHIRE HATHAWAY CL-B BRK-B 1.18% $121.1M 251,420 15.3 $1.0T Financial Services
12 ELI LILLY AND COMPANY LLY 1.12% $115.5M 125,878 39.9 $865.9B Healthcare
13 EXXON MOBIL CORP. XOM 1.02% $105.2M 665,163 24.5 $680.3B Energy
14 JOHNSON & JOHNSON JNJ 0.76% $78.3M 329,448 21.7 $578.2B Healthcare
15 MICRON TECHNOLOGY INC. MU 0.73% $75.7M 170,308 17.8 $430.9B Technology
16 WALMART INC. WMT 0.70% $72.6M 599,477 44.8 $981.1B Consumer Defensive
17 VISA INC V 0.70% $71.8M 239,620 28.1 $587.9B Financial Services
18 MASTERCARD INC - A MA 0.63% $65.4M 133,131 30.1 $448.7B Financial Services
19 CHEVRON CORP. CVX 0.56% $57.4M 285,072 33.2 $410.2B Energy
20 PROCTER & GAMBLE CO/THE PG 0.56% $57.2M 394,795 21.2 $336.3B Consumer Defensive
21 COSTCO WHOLESALE CORP. COST 0.55% $57.0M 58,502 50.6 $432.5B Consumer Defensive
22 NETFLIX.COM INC. NFLX 0.53% $54.9M 598,685 35.5 $391.0B Communication Services
23 ABBVIE INC. ABBV 0.51% $52.3M 253,751 87.3 $366.3B Healthcare
24 HOME DEPOT INC HD 0.50% $51.7M 157,510 23.3 $331.2B Consumer Cyclical
25 MERCK & COMPANY INC MRK 0.49% $51.0M 446,233 16.3 $295.1B Healthcare
26 COCA COLA CO. KO 0.48% $49.1M 650,497 24.7 $323.6B Consumer Defensive
27 CATERPILLAR INC. CAT 0.48% $48.9M 71,066 37.8 $336.5B Industrials
28 BANK OF AMERICA CORP BAC 0.43% $44.8M 952,350 11.8 $356.0B Financial Services
29 CISCO SYSTEMS INC. CSCO 0.42% $43.2M 550,177 29.2 $323.3B Technology
30 VERIZON COMMUNICATIONS VZ 0.41% $42.7M 862,894 12.4 $212.4B Communication Services
31 LAM RESEARCH CORP LRCX 0.41% $42.1M 179,829 47.3 $291.5B Technology
32 ADVANCED MICRO DEVICES AMD 0.40% $40.7M 198,261 82.8 $359.1B Technology
33 GENERAL ELECTRIC COMPANY GE 0.39% $40.5M 138,789 36.4 $312.8B Industrials
34 INTERNATIONAL BUSINESS MA IBM 0.39% $39.7M 158,430 21.3 $226.4B Technology
35 ORACLE CORP. ORCL 0.38% $39.4M 253,326 25.7 $419.8B Technology
36 APPLIED MATERIALS INC. AMAT 0.37% $38.5M 107,919 37.4 $293.1B Technology
37 WELLS FARGO & CO. WFC 0.37% $37.9M 496,277 12.0 $247.7B Financial Services
38 GOLDMAN SACHS GROUP INC. GS 0.37% $37.8M 46,716 15.3 $252.5B Financial Services
39 RTX CORP RTX 0.36% $37.5M 186,927 39.0 $261.7B Industrials
40 PHILIP MORRIS INTL PM 0.34% $35.1M 214,864 22.7 $257.6B Consumer Defensive
41 CASH AND CASH EQUIVALENTS Cash 0.34% $34.5M 34,503,637
42 AMGEN INC AMGN 0.32% $32.8M 93,857 24.7 $190.8B Healthcare
43 NEW LINDE PLC LIN.DE 0.31% $32.2M 65,653 33.1 $195.9B Basic Materials
44 UNITEDHEALTH GROUP INC. UNH 0.31% $32.1M 114,489 20.4 $245.6B Healthcare
45 KLA CORP KLAC 0.31% $31.6M 20,915 44.5 $202.8B Technology
46 AT&T INC. T 0.30% $30.8M 1,109,618 9.4 $204.4B Communication Services
47 MCDONALD'S CORP. MCD 0.29% $30.1M 97,381 26.0 $222.4B Consumer Cyclical
48 PEPSICO INC. PEP 0.29% $30.0M 196,208 25.2 $207.5B Consumer Defensive
49 GILEAD SCIENCES INC GILD 0.29% $29.7M 210,181 20.2 $171.6B Healthcare
50 MORGAN STANLEY MS 0.29% $29.6M 186,446 15.4 $263.1B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms