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

| Medalist Rating as of | See Dimensional Investment Hub

Strategy

The investment seeks to achieve long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
DCOR
DFA U.S. Core Equity 1 Portfolio – ETF Class SharesETFOpen——$3.55B0.150%———
DFEOX
DFA U.S. Core Equity 1 Portfolio Institutional ClassInstitutionalOpen $41.30B0.150%Low$0−$2.16B

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