DCOR - ETF AI Analysis

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Dimensional US Core Equity 1 ETF (DCOR)

Rating:73Outperform

Price Target:―

DCOR, the Dimensional US Core Equity 1 ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, positive earnings outlooks, and promising growth in areas like cloud and AI. These strengths are partly offset by risks such as high valuations and some mixed or bearish technical signals in major holdings like Nvidia, Amazon, and Meta, as well as company-specific challenges like cash flow and leverage at firms such as JPMorgan and Eli Lilly. The fund is also meaningfully exposed to large U.S. technology and communication names, so investors should be aware of the risk that a downturn in this sector could weigh on the ETF.

Positive Factors

Broad Sector Diversification

The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.

Low Expense Ratio

The ETF charges relatively low fees, so more of the fund’s returns stay in investors’ pockets over time.

Large, Established Top Holdings

The largest positions are well-known, major companies, which can provide stability and liquidity to the portfolio.

Negative Factors

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.

Tech Sector Tilt

A sizable allocation to technology stocks means the fund may be more sensitive to swings in that sector.

Mixed Performance Among Top Holdings

Several of the largest positions have shown weak or negative recent performance, which can drag on overall returns.

DCOR vs. SPDR S&P 500 ETF (SPY)

AUM2.62B

RegionNorth America

Expense Ratio0.14%

Beta0.96

IssuerDimensional

Inception DateSep 12, 2023

Dividend Yield1.04%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume134,435

30 Day Avg. Volume128,260

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

90.12

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering2357

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DCOR Summary

Dimensional US Core Equity 1 ETF (DCOR) is a fund that aims to cover almost the entire U.S. stock market, from large, well-known companies to smaller firms. It doesn’t track a single index, but follows a total-market style approach across many sectors, with a big focus on U.S. stocks. Well-known holdings include Apple and Nvidia. Someone might invest in DCOR to get instant diversification in one fund and participate in the long-term growth of the U.S. market. A key risk is that it can rise or fall with overall stock market swings, especially in tech-heavy periods.

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 is heavily steered by Big Tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet all sitting in the driver’s seat—but lately they’ve been hitting some potholes, with most of these giants lagging after a strong run. Meta and Broadcom add to this tech-heavy tilt, keeping the fund closely tied to the market’s growth story. Off to the side, JPMorgan has also been soft, while Exxon Mobil is one of the few names providing a lift. Overall, it’s a U.S.-only fund whose fate is still largely written by mega-cap tech.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	5.48%	$141.32M	$4.01T	52.40%	76 Outperform
AAPL	Apple	5.33%	$137.37M	$3.62T	11.03%	79 Outperform
MSFT	Microsoft	3.51%	$90.39M	$2.67T	-4.38%	79 Outperform
AMZN	Amazon	2.57%	$66.34M	$2.16T	5.62%	71 Outperform
GOOGL	Alphabet Class A	1.93%	$49.83M	$3.31T	76.86%	85 Outperform
META	Meta Platforms	1.59%	$40.95M	$1.36T	-6.94%	76 Outperform
GOOG	Alphabet Class C	1.54%	$39.70M	$3.31T	74.83%	82 Outperform
AVGO	Broadcom	1.54%	$39.57M	$1.39T	75.24%	76 Outperform
XOM	Exxon Mobil	1.30%	$33.58M	$714.47B	44.18%	74 Outperform
JPM	JPMorgan Chase	1.30%	$33.48M	$765.34B	15.68%	72 Outperform

DCOR Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

74.41

Negative

100DMA

73.83

Negative

200DMA

71.55

Positive

Market Momentum

MACD

-0.97

Positive

RSI

44.70

Neutral

STOCH

26.05

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DCOR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 72.73, equal to the 50-day MA of 74.41, and equal to the 200-day MA of 71.55, indicating a neutral trend. The MACD of -0.97 indicates Positive momentum. The RSI at 44.70 is Neutral, neither overbought nor oversold. The STOCH value of 26.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DCOR.

DCOR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DCOR	―	―	$2.62B	0.14%	73 Outperform
CGUS	―	―	$8.75B	0.33%	72 Outperform
AKRE	―	―	$6.61B	0.98%	67 Neutral
QLTY	―	―	$3.55B	0.50%	75 Outperform
APUE	―	―	$2.15B	0.31%	69 Neutral
TSPA	―	―	$2.07B	0.34%	73 Outperform

Performance Comparison

DCOR

Dimensional US Core Equity 1 ETF

72.08

10.69

17.41%

CGUS

Capital Group Core Equity ETF

―

AKRE

Akre Focus ETF

―

QLTY

GMO U.S. Quality ETF

―

APUE

ActivePassive U.S. Equity ETF

―

TSPA

T. Rowe Price U.S. Equity Research ETF

―

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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