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DFA US Core Equity 1 I DFEOX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 32.49  /  0.40 %
  • Total Assets 28.9 Bil
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.43%
  • Turnover 5%

Morningstar’s Analysis DFEOX

Will DFEOX 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.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA U.S. Core Equity 1 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. The combination of its rules-based process, sound management team, and low fee earns a Morningstar Analyst Rating of Gold.

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Portfolio Holdings DFEOX

  • Current Portfolio Date
  • Equity Holdings 2675
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.34
1,678,231,292
Technology
4.44
1,393,907,430
Technology
2.03
637,667,235
Consumer Cyclical
1.50
469,897,087
Communication Services
1.42
446,496,957
Energy
1.33
417,496,512
Technology
1.12
352,602,002
Communication Services
1.11
347,778,636
Financial Services
1.07
335,930,334
Financial Services
1.03
322,318,145
Communication Services