Morningstar

DFA U.S. Core Equity 1 Portfolio Institutional Class DFEOX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $56.55  /  +0.50 %
  • Fund Size $45.3B
  • Adjusted Expense Ratio 0.150%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

Morningstar’s Analysis DFEOX

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

  • People Pillar

    The People Pillar is our evaluation of the DFEOX 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 DFEOX’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 1 Portfolios feature exceptional diversification and modest risk factor tilts that should provide a small long-term advantage.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFEOX

More DFEOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.12 3B
Technology

Apple Inc

5.39 2B
Technology

Microsoft Corp

4.15 2B
Technology

Amazon.com Inc

2.68 1B
Consumer Cyclical

Alphabet Inc Class A

1.87 791M
Communication Services

JPMorgan Chase & Co

1.70 718M
Financial Services

Meta Platforms Inc Class A

1.52 643M
Communication Services

Broadcom Inc

1.51 637M
Technology

Alphabet Inc Class C

1.48 625M
Communication Services

ExxonMobil Holdings Corp

1.22 517M
Energy

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