DFAC - ETF AI Analysis
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Dimensional U.S. Core Equity 2 ETF (DFAC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing solid recent momentum.
Leading Technology Holdings
Several of the largest positions in major technology companies have shown strong or steady performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, industrials, consumer stocks, health care, and more, which helps reduce the impact of weakness in any single area.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited exposure to other countries.
Tech Sector Dependence
A large share of the portfolio is in technology stocks, which means the fund could be more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
While some major positions have performed strongly, a few other large holdings have shown weaker or negative recent performance, which can weigh on overall results.
DFAC vs. SPDR S&P 500 ETF (SPY)
AUM47.70B
RegionNorth America
Expense Ratio0.17%
Beta0.96
IssuerDimensional
Inception DateJun 14, 2021
Dividend Yield0.91%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,294,370
30 Day Avg. Volume2,042,962
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
53.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2517
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFAC Summary
Dimensional U.S. Core Equity 2 ETF (DFAC) is a U.S. stock market fund that aims to cover almost the entire American market, from big household names to smaller companies. It doesn’t track a single index, but follows a “total market” theme, spreading money across many sectors like technology, finance, and health care. Top holdings include well-known companies such as Apple, Nvidia, Microsoft, and Amazon. Investors might choose DFAC for broad diversification and long-term growth potential in U.S. stocks. A key risk is that its value can rise and fall with overall stock market ups and downs.
How much will it cost me?The expense ratio for the Dimensional U.S. Core Equity 2 ETF (DFAC) is 0.17%, which means you’ll pay $1.70 per year for every $1,000 invested. This is lower than the average for actively managed funds because it is designed to be cost-efficient while providing broad market exposure.
What would affect this ETF?The Dimensional U.S. Core Equity 2 ETF (DFAC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and growth-focused sectors like technology and consumer cyclical, which are key components of this ETF. Regulatory changes or geopolitical tensions affecting U.S. markets could also pose risks to its overall performance.
DFAC Top 10 Holdings
DFAC’s story is all about U.S. mega-cap tech setting the tone, with Apple and Nvidia doing most of the heavy lifting as they continue to climb on the back of AI and device demand. Microsoft and Amazon, by contrast, look a bit tired, with more mixed or lagging moves that keep the fund from fully riding the tech wave. Micron and Broadcom add more semiconductor punch, reinforcing a clear tilt toward technology over other sectors. With all of its top names rooted in the U.S., this ETF is firmly anchored in the American growth engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.55% | $2.65B | $4.54T | 52.64% | 79 Outperform | |
| Nvidia | 5.14% | $2.45B | $4.86T | 15.56% | 76 Outperform | |
| Microsoft | 4.30% | $2.05B | $3.45T | -11.33% | 79 Outperform | |
| Amazon | 2.74% | $1.31B | $2.92T | 26.46% | 71 Outperform | |
| Meta Platforms | 1.68% | $803.08M | $1.42T | -25.77% | 76 Outperform | |
| Alphabet Class A | 1.59% | $760.37M | $4.36T | 88.30% | 85 Outperform | |
| Broadcom | 1.18% | $562.14M | $1.85T | 34.87% | 76 Outperform | |
| Micron | 1.16% | $553.58M | $929.52B | 684.73% | 79 Outperform | |
| JPMorgan Chase | 1.09% | $520.21M | $942.63B | 21.57% | 72 Outperform | |
| Eli Lilly & Co | 1.06% | $503.94M | $1.08T | 50.70% | 72 Outperform |
DFAC Technical Analysis
Positive
―
Price Trends
44.04
Positive
42.43
Positive
41.02
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFAC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.32, equal to the 50-day MA of 44.04, and equal to the 200-day MA of 41.02, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFAC.
DFAC Peer Comparison
Comparison Results
Performance Comparison
DFAC
Dimensional U.S. Core Equity 2 ETF
44.49
8.25
22.76%
DYNF
BlackRock U.S. Equity Factor Rotation ETF
―
―
―
DFUS
Dimensional U.S. Equity ETF
―
―
―
AVUS
Avantis U.S. Equity ETF
―
―
―
DFAU
Dimensional US Core Equity Market ETF
―
―
―
CGUS
Capital Group Core Equity 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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