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$55.68  /  +1.10%
  • Fund Size$43.9B
  • Adjusted Expense Ratio0.150%
  • Net Expense Ratio0.150%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.91%
  • Turnover Ratio2%
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 Holdings28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.233B
Technology

Apple Inc

5.773B
Technology

Microsoft Corp

4.322B
Technology

Amazon.com Inc

2.651B
Consumer Cyclical

Meta Platforms Inc Class A

2.00899M
Communication Services

Alphabet Inc Class A

1.70767M
Communication Services

JPMorgan Chase & Co

1.59714M
Financial Services

Alphabet Inc Class C

1.52683M
Communication Services

Broadcom Inc

1.48668M
Technology

ExxonMobil Holdings Corp

1.24560M
Energy

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