DCOR - ETF AI Analysis
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Dimensional US Core Equity 1 ETF (DCOR)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong year-to-date and recent returns, showing solid momentum in the current market.
Leading Growth Companies in Top Holdings
Major positions in well-known technology and growth companies like Apple, Nvidia, Amazon, Alphabet, Broadcom, JPMorgan, and Eli Lilly have generally shown strong or steady performance, supporting the fund’s results.
Low Expense Ratio
The fund’s relatively low fee means more of the investment gains stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are in U.S. stocks, which limits international diversification and ties performance closely to the U.S. market.
Technology Sector Tilt
A large portion of the portfolio is in technology stocks, which can increase sensitivity to swings in that sector.
Mixed Results Among Top Tech Holdings
Some key technology names like Microsoft and Meta have shown weaker or lagging performance recently, which could weigh on future returns if the trend continues.
DCOR vs. SPDR S&P 500 ETF (SPY)
AUM3.48B
RegionNorth America
Expense Ratio0.14%
Beta0.95
IssuerDimensional
Inception DateSep 12, 2023
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume125,577
30 Day Avg. Volume118,433
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
99.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2378
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DCOR Summary
Dimensional US Core Equity 1 ETF (DCOR) is a U.S. stock fund that aims to cover almost the entire American stock market rather than track a single index. It owns companies of all sizes across many sectors, with a big tilt toward technology, financials, and industrials. Well-known holdings include Apple and Microsoft, along with many other familiar names. Someone might invest in DCOR to get broad diversification in one simple ETF and long-term growth potential tied to the overall U.S. market. A key risk is that its value can rise and fall with the stock market, especially U.S. tech stocks.
How much will it cost me?The Dimensional US Core Equity 1 ETF (DCOR) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it’s passively managed, focusing on broad market exposure rather than frequent trading or active stock selection.
What would affect this ETF?The Dimensional US Core Equity 1 ETF (DCOR) could benefit from growth in the technology sector, which is its largest exposure, especially if innovation and demand for tech products continue to rise. However, potential risks include economic slowdowns or higher interest rates, which could negatively impact consumer spending and the performance of sectors like consumer cyclical and financials. Regulatory changes affecting major holdings like Nvidia, Apple, or Microsoft could also influence the ETF's future performance.
DCOR Top 10 Holdings
DCOR leans heavily on Big Tech, with Apple and Nvidia acting as the main engines of recent gains as their momentum in devices and AI keeps the fund’s tech sleeve humming. Microsoft and Amazon, however, have been more of a mixed bag, with cloud and e-commerce strength partly offset by softer recent trading, while Meta has lost some steam and occasionally tugs on performance. Broadcom and JPMorgan add steady support from semis and financials, and with all holdings U.S.-based, this ETF is firmly anchored in the domestic market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.02% | $207.02M | $4.86T | 22.58% | 76 Outperform | |
| Apple | 5.57% | $191.55M | $4.54T | 36.62% | 79 Outperform | |
| Microsoft | 4.31% | $148.15M | $3.45T | -4.22% | 79 Outperform | |
| Amazon | 3.13% | $107.80M | $2.92T | 23.26% | 71 Outperform | |
| Alphabet Class A | 2.12% | $72.98M | $4.36T | 75.90% | 85 Outperform | |
| Meta Platforms | 1.92% | $66.09M | $1.42T | -23.03% | 76 Outperform | |
| Broadcom | 1.77% | $60.84M | $1.85T | 40.26% | 76 Outperform | |
| Alphabet Class C | 1.68% | $57.86M | $4.36T | 74.91% | 82 Outperform | |
| JPMorgan Chase | 1.39% | $47.68M | $942.63B | 23.81% | 72 Outperform | |
| Eli Lilly & Co | 1.12% | $38.40M | $1.08T | 89.52% | 72 Outperform |
DCOR Technical Analysis
Positive
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Price Trends
82.11
Positive
79.40
Positive
76.56
Positive
Market Momentum
0.84
Negative
66.99
Neutral
86.69
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DCOR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 82.97, equal to the 50-day MA of 82.11, and equal to the 200-day MA of 76.56, indicating a bullish trend. The MACD of 0.84 indicates Negative momentum. The RSI at 66.99 is Neutral, neither overbought nor oversold. The STOCH value of 86.69 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DCOR.
DCOR Peer Comparison
Comparison Results
Performance Comparison
DCOR
Dimensional US Core Equity 1 ETF
85.13
16.31
23.70%
AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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TSPA
T. Rowe Price U.S. Equity Research ETF
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APUE
ActivePassive U.S. Equity ETF
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FTHI
First Trust BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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