Summary
DCOR Chart
DCOR: Offering Both Growth And Value
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: Low-Cost Total Market ETF Substitutes Quality For Value
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.
Dimensional US Core Equity 1 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 328 | $24,150.64 | $27,169.88 | $3,019.24 | 12.5% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 15,843 | $1.15M | $1.31M | $157,559.01 | 13.64% |
| YA Yinka Akinsola Blue Trust Inc. | 1,410 | $98,327.05 | $116,367.3 | $18,040.25 | 18.35% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,552 | $400,188.16 | $458,761.76 | $58,573.6 | 14.64% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 106,219 | $7.68M | $8.77M | $1.09M | 14.21% |
Dimensional US Core Equity 1 ETF (DCOR) FAQ
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Dimensional US Core Equity 1 ETF Profile
| ARCA Exchange | US Country |
Overview
The investment approach of this advisor is centered around a comprehensive and cohesive strategy that merges several key functions crucial to the fund's performance. These include research, portfolio design, portfolio management, and trading. This integrated method ensures a well-rounded and effective tactic to achieve the fund's investment objective. The main focus lies in acquiring a wide and varied collection of U.S. company equity securities, aiming to provide diverse exposure to investors. By adhering to a non-fundamental policy, the ETF commits to investing a minimum of 80% of its net assets in the equity securities of U.S. companies, a strategy intended to secure a strong foundation in the domestic market under normal circumstances.
Products and Services
- Research
- Portfolio Design
- Portfolio Management
- Trading
The advisor places a strong emphasis on the research aspect of the investment process. By thoroughly analyzing the market, the team identifies opportunities and risks, ensuring informed decision-making that aligns with the fund's investment objective. This rigorous analysis forms the backbone of the fund's strategy, aimed at selecting equity securities that offer the most potential.
In crafting the portfolio, the advisor employs a strategic approach to select a diverse and balanced collection of U.S. company equities. This design phase is vital for achieving a portfolio that not only meets the fund's investment criteria but also is structured to mitigate risk and capitalize on growth opportunities. The portfolio's composition reflects a careful consideration of various factors, including the current economic environment, market trends, and the potential impact of geopolitical events.
The ongoing management of the portfolio is a dynamic process that adjusts to market changes and shifts in investment outlook. The management team continuously monitors the portfolio's performance, making necessary adjustments to maintain alignment with the fund's investment objectives. This may involve rebalancing the portfolio, divesting from underperforming assets, or capitalizing on emerging opportunities.
Efficient and strategic trading is essential for the implementation of the fund's investment strategy. The trading function encompasses the execution of buy and sell orders, aiming to optimize portfolio performance. This involves not just timely execution but also careful consideration of trading costs and market impact. The skillful navigation of the trading landscape is crucial for maintaining portfolio efficiency and achieving desired investment outcomes.
