Skip to Content

DFA US Core Equity 2 I DFQTX

Analyst rating as of
NAV / 1-Day Return
31.16  /  0.26 %
Total Assets
33.3 Bil
Adj. Expense Ratio
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
9.18 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.11%
Turnover
3%
Premium

Morningstar’s Analysis

Will DFQTX outperform in future?

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

Modest factor tilts should provide a long-term advantage.

Summary

| |

DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy that leans toward stocks with smaller market caps and lower valuations. Its factor tilts, recent fee cuts, and well-diversified portfolio should help it beat the Russell 1000 Index on a risk-adjusted basis over the long run. It earns a Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Premium