DCOR vs. AVLC ETF Comparison

Comparison of Dimensional US Core Equity 1 ETF (DCOR) to Avantis U.S. Large Cap Equity ETF (AVLC)
DCOR

Dimensional US Core Equity 1 ETF

DCOR Description

To achieve the fund's investment objective, the advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The ETF is designed to purchase a broad and diverse group of equity securities of U.S. companies. As a non-fundamental policy, under normal circumstances, the ETF will invest at least 80% of its net assets in equity securities of U.S. companies.

Grade (RS Rating)

Last Trade

$63.34

Average Daily Volume

68,640

Number of Holdings *

10

* may have additional holdings in another (foreign) market
AVLC

Avantis U.S. Large Cap Equity ETF

AVLC Description The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities it expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics

Grade (RS Rating)

Last Trade

$66.02

Average Daily Volume

28,052

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period DCOR AVLC
30 Days 1.62% 1.58%
60 Days 5.09% 5.28%
90 Days 5.85% 4.61%
12 Months 32.53% 33.78%
8 Overlapping Holdings
Symbol Grade Weight in DCOR Weight in AVLC Overlap
AAPL B 5.47% 5.62% 5.47%
AMZN C 2.39% 2.75% 2.39%
GOOGL D 1.39% 1.6% 1.39%
JPM D 1.4% 1.2% 1.2%
META B 1.84% 2.26% 1.84%
MSFT C 4.67% 4.65% 4.65%
NVDA C 4.85% 4.26% 4.26%
XOM B 1.24% 1.09% 1.09%
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