The Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) has matched the S&P 500’s 15% gain over the past year. DFAC holds $40B with top holdings in NVDA, MSFT, and AAPL, maintaining a 0.17% expense ratio. Rising 10-year Treasury yields above 4.2% threaten DFAC’s small-cap holdings.

DFAC’s small-cap tilt depends on interest rates, with the 10-year Treasury yield nearing its highest level since September. 40% of Russell 2000 stocks are unprofitable, impacting DFAC’s factor-based approach. Watch weekly Treasury yields and quarterly fact sheets for DFAC’s positioning in 2026.

DFAC’s performance in 2026 hinges on interest rate stability and small-cap earnings growth. The fund’s 33% top 10 holdings concentration and 0.17% expense ratio provide insight into its strategy. Check quarterly fact sheets for sector weights and top holdings to understand DFAC’s positioning.

Retirement planning isn’t just about picking the right investments. Answering three quick questions can help many Americans realize they can retire earlier than expected. Reworking portfolios based on these questions can make a significant difference in retirement planning.

Read more at Yahoo Finance: Is DFAC ETF Still A Buy After 15% Run?