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Sunday, August 23, 2026The Morning Brief →Sign in

DIMENSIONAL US CORE EQUITY MARKET ETF

$53.06+0.44% today
445452-WK

The investment objective of the Dimensional US Core Equity Market ETF (the "US Core ETF" or "Portfolio") is to achieve long-term capital appreciation.

Price & daily flows
51.748.845.953.06DAILY NET FLOWAug 21Dec 18Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 3Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +13.0% so far this year. At 0.12% a year it is not the cheapest way in — IVV runs the same ground at 0.03%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$6.3Bassets under management
0.12%expense ratio · $12 per $10,000 a year
net flow, trailing month
523Kavg daily volume, 30 days
2383holdings · US-domiciled
2023listed October 5, 2023 · beta 0.99
The book at a glance
NVDA-1.0%AAPL-0.6%MSFT+0.4%AMZN-0.6%GOOGL+1.2%AVGO+1.2%GOOG+1.0%META+0.7%MU-0.8%TSLA+5.1%LLY+0.9%JPM+0.0%BRK.B-0.2%XOM-0.6%AMD+0.8%V+1.5%JNJ+1.1%MA+1.2%WMT-0.1%BAC-0.3%CAT+1.5%KOCVX-0.2%PG+1.2%COST+1.5%GEGSNFLXVZWFCAMGNPM

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1NVDANVIDIA6.90%$214.72-1.0%
2AAPLAPPLE5.87%$309.35-0.6%
3MSFTMICROSOFT4.77%$483.24+0.4%
4AMZNAMAZON 3.56%$258.63-0.6%
5GOOGLALPHABET2.73%$344.82+1.2%
6AVGOBROADCOM2.63%$368.45+1.2%
7GOOGALPHABET2.26%$341.75+1.0%
8METAMETA2.21%$549.90+0.7%
9MUMICRON TECHNOLOGY0.89%$966.78-0.8%
10TSLATESLA1.52%$362.86+5.1%
11LLYELI LILLY1.05%$1255.40+0.9%
12JPMJPMORGAN CHASE1.21%$351.58+0.0%
13BRK.BBerkshire Hathaway Inc.1.07%$495.82-0.2%
14XOMEXXON MOBIL0.90%$165.11-0.6%
15AMDADVANCED MICRO DEVICES0.54%$473.25+0.8%

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Sector weights
Technology30.2%
Information Technology29.61%
Technology Services19.01%
Electronic Technology17.46%
Consumer Discretionary16.62%
Financial Services13.54%
Financials13.35%
Finance11.56%
Healthcare11.5%
Consumer Cyclical10.83%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States99.27%
Other0.7%
Bermuda0.33%
Switzerland0.23%
United Kingdom0.16%
Netherlands0.11%
Luxembourg0.1%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.9%
1 month+3.5%
3 months+3.6%
6 months+11.7%
YTD+13.0%
1 year+19.4%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
13%realized volatility, 30 days (annualized)
13%realized volatility, 1 year
-8.9%deepest fall from a peak, 1 year
-1.5%where it sits vs. that peak today

The top holding is 6.9% of the book; the top ten carry 34%. Spread across 250+ names, it behaves like roughly 37 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
610Kshares traded
Most-traded holdings, options premiumBullishBearish
TSLA TESLA$842M$785M
MU MICRON TECHNOLOGY$562M$679M
PLTR PALANTIR$248M$504M
NVDA NVIDIA$348M$395M
SNDK Sandisk Corporation $357M$331M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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