Morningstar

DFA International Core Equity 2 Portfolio Institutional Class DFIEX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $22.12  /  +0.82 %
  • Fund Size $41.9B
  • Adjusted Expense Ratio 0.230%
  • Net Expense Ratio 0.230%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.18%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis DFIEX

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

  • People Pillar

    The People Pillar is our evaluation of the DFIEX 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 DFIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A considered approach to foreign stock investing.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Dimensional International Core Equity should provide a long-term edge by applying modest factor tilts to nearly all of the developed international stock market.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DFIEX

More DFIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

0.94 413M
Cash and Equivalents

TotalEnergies SE

0.85 372M
Energy

Future on E-mini S&P 500 Futures

0.83 365M
—

ASML Holding NV ADR

0.69 305M
Technology

Shell PLC ADR (Representing - Ordinary Shares)

0.68 301M
Energy

Royal Bank of Canada

0.66 292M
Financial Services

Novartis AG ADR

0.66 288M
Healthcare

Roche Holding Ag Common Stock Chf.001

0.60 265M
—

Toyota Motor Corp

0.52 229M
Consumer Cyclical

Nestle SA

0.48 209M
Consumer Defensive

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