DFA International Core Equity 2 Portfolio Institutional Class DFIEX

Morningstar Medalist Rating
  • NAV / 1-Day Return$22.19  /  −0.58%
  • Fund Size$41.1B
  • Adjusted Expense Ratio0.230%
  • Net Expense Ratio0.230%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Large Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield3.20%
  • Turnover Ratio8%

Morningstar’s Analysis DFIEX

Will DFIEX outperform in the future?

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

A considered approach to foreign stock investing.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Dimensional International Core Equity should provide a long-term edge by applying modest factor tilts to nearly all of the developed international stock market.

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Portfolio Holdings DFIEX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TotalEnergies SE

0.86360M
Energy

Future on E-mini S&P 500 Futures

0.84352M
—

Usd

0.80336M
Cash and Equivalents

ASML Holding NV ADR

0.77326M
Technology

Shell PLC ADR (Representing - Ordinary Shares)

0.74312M
Energy

Royal Bank of Canada

0.67281M
Financial Services

Novartis AG ADR

0.62259M
Healthcare

Roche Holding Ag Common Stock Chf.001

0.60252M
—

ASML Holding NV

0.51215M
Technology

Toyota Motor Corp

0.51214M
Consumer Cyclical

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