Dimensional US Core Equity 1 ETF

DCOR

Market cap $3.3B

The Dimensional US Core Equity 1 ETF offers a balanced blend of growth and value stocks, making it a solid buy-and-hold despite current high interest rates. The ETF's tech-heavy allocation ensures it performs well against the broader market, while its value picks provide upside potential as the economic cycle shifts. Despite high interest rates, the ETF's growing AUM and dividend yield indicate strong investor confidence and potential for long-term gains.

DCOR is an actively managed total market fund with a low 0.14% expense ratio. Its objective is long-term capital appreciation and is benchmarked against the Russell 3000 Index. The portfolio currently has a slight value tilt, though this comes at the expense of quality. Still, the weight adjustments are only minor, and Magnificent Seven exposure totals 22%. Adjusted for current weights, ten stocks have contributed 60% of the portfolio's three-year price gains, indicating DCOR still has room to decline substantially if the market broadening continues.