Dimensional US Core Equity Fund(IE000WFHV0B9)
- Equities
- US
- GBP Cash
- Accumulating
The Fund aims to achieve long-term total return by primarily investing in shares of U.S. companies and companies whose shares are traded on stock exchanges in the U.S.
Invests in equities across the US equity market and targets broad coverage of securities to achieve diversification across names and sectors. Focuses on Value, Size and Profitability. The fund emphasises stocks with higher expected return through stocks with smaller market caps, lower relative price and higher profitability. Academic research has shown these factors to be long term drivers of expected equity returns.
Dimensional Fund Advisors has four decades of experience in developing and managing systematic investment strategies. The firm is led by an experienced and stable leadership team. The investment process is established and overseen by a high calibre Investment Committee consisting of 14 highly experienced senior investment professionals with an average firm experience of 20 years.
The fund is expected to outperform in periods where the value style and small cap stocks are in favour.
A well-executed, rigorous investment process rooted in academic and empirical research with emphasis on the value, size and profitability factors, also known as the dimensions of expected return.
Access to institutional share class with no trailer fees to achieve the lowest possible fees.
Investors looking for a core allocation to the US market with emphasis on value and small cap stocks and a tilt towards the profitability premium may want to consider this fund. It can act as a supplement to an already existing global equity allocation. However, investors should note that such factors can undergo prolonged periods of underperformance in the short to medium term, despite strong evidence suggesting their long-term outperformance.
Daily data. Returns as of 25 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 1.0% | 2.1% | -3.2% | 6.0% | 5.1% | 1.9% | -0.8% | 2.2% | - | - | - | - |
| 2025 | 6.2% | 4.1% | -3.5% | -7.9% | -5.1% | 4.7% | 3.1% | 6.2% | 0.9% | 2.7% | 3.3% | 0.1% | -1.4% |
| 2024 | 21.7% | 0.9% | 5.4% | 4.0% | -3.8% | 2.7% | 2.2% | 1.8% | -0.7% | -0.1% | 2.8% | 8.4% | -3.1% |
| 2023 | - | - | - | - | -1.4% | -0.5% | 5.4% | 2.9% | -1.0% | -0.9% | -3.3% | 4.7% | 5.4% |
| NVIDIA Corp | 5.35% |
| Apple Inc | 5.15% |
| Microsoft Corp | 4.77% |
| Amazon.com Inc | 3.67% |
| Meta Platforms Inc Class A | 1.62% |
| Broadcom Inc | 1.53% |
| Alphabet Inc Class A | 1.52% |
| Micron Technology Inc | 1.25% |
| Alphabet Inc Class C | 1.23% |
| Eli Lilly and Co | 1.09% |
| JPMorgan Chase & Co | 1.07% |
| Berkshire Hathaway Inc Class B | 0.76% |
| Johnson & Johnson | 0.74% |
| ExxonMobil Holdings Corp | 0.73% |
| Visa Inc Class A | 0.69% |
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