Morningstar

DFA Short-Term Extended Quality Portfolio Institutional Class DFEQX

Medalist Rating as of Aug 31, 2026 See Dimensional Investment Hub

Strategy

The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities considered to be investment grade quality. In addition, the Portfolio is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

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
DFEQX	DFA Short-Term Extended Quality Portfolio Institutional Class	Institutional	Open			Mar 4, 2009	$5.89B	0.180%	Low	$0	$57.47M

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