Morningstar

DFA U.S. Core Equity 2 Portfolio Institutional Class DFQTX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return$49.80  /  +2.43%
  • Fund Size$85.6B
  • Adjusted Expense Ratio0.180%
  • Net Expense Ratio0.180%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.94%
  • Turnover Ratio5%
NAV and 1-Day Return as of

Morningstar’s Analysis DFQTX

Will DFQTX 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 DFQTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFQTX 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 DFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest factor tilts should provide a long-term advantage.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US Core Equity 2 Portfolios feature exceptional diversification and risk factor tilts that should provide a small long-term advantage.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFQTX

More DFQTX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.992B
Technology

Apple Inc

5.762B
Technology

Microsoft Corp

4.572B
Technology

Meta Platforms Inc Class A

2.22861M
Communication Services

Amazon.com Inc

2.03787M
Consumer Cyclical

Alphabet Inc Class A

1.74672M
Communication Services

Alphabet Inc Class C

1.24478M
Communication Services

JPMorgan Chase & Co

1.22471M
Financial Services

Micron Technology Inc

1.13438M
Technology

Usd

1.12435M
Cash and Equivalents

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