Morningstar

U.S. Large Company Portfolio ETF DLCU

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DLCU

Will DLCU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLCU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DLCU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DLCU’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Solid exposure to large-cap stocks. DFA US Large Company accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings DLCU

More DLCU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.08 1B
Technology

Apple Inc

7.03 1B
Technology

Microsoft Corp

5.69 834M
Technology

Amazon.com Inc

3.84 563M
Consumer Cyclical

Alphabet Inc Class A

3.01 440M
Communication Services

Broadcom Inc

2.65 388M
Technology

Alphabet Inc Class C

2.40 351M
Communication Services

Meta Platforms Inc Class A

1.90 278M
Communication Services

Micron Technology Inc

1.63 239M
Technology

Tesla Inc

1.57 229M
Consumer Cyclical

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