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DFACDimensional U.S. Core Equity 2 ETF

Grow my money#84 of 2944 for Grow my money

Achieve long-term capital appreciation while considering federal income tax implications of investment decisions.

Dimensional Fund Advisors · Since 2007 (18 years)

Annual Cost

0.17%

#676 out of 5,332 ETFs

Fund Size

$40.4B

#76 out of 5,332 ETFs

Dividend Yield

1.03%

Track Record

18 years

#543 out of 5,332 ETFs

Performance

1 Year

+32.9%

3 Years

+20.8%

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
100.0%

Sector breakdown

Technology
26.4%
Financial Services
14.7%
Industrials
12.9%
Consumer Cyclical
10.5%
Healthcare
9.7%
Communication
8.5%
Energy
6.3%
Consumer Defensive
5.4%
Other
5.5%

Top holdings

NVIDIA CorpNVDA5.4%
Apple IncAAPL4.8%
Microsoft CorpMSFT3.9%
Amazon.com IncAMZN2.6%
Alphabet Inc Class AGOOGL2.1%
Meta Platforms Inc Class AMETA1.9%
Alphabet Inc Class CGOOG1.5%
Exxon Mobil CorpXOM1.1%
JPMorgan Chase & CoJPM1.0%
Johnson & JohnsonJNJ1.0%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-23.1%

Worst peak-to-trough loss

Sharpe (3Y)

1.09

Excellent risk-adjusted returns

Sortino (3Y)

1.62

Good downside protection

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Data updated on 2026-05-05