DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. An updated review of its solid, rules-based process, sound management team, and low fee, further confirms our confidence in its ability to outperform the Russell 1000 Index over the long run. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.
- NAV / 1-Day Return 28.04 / 1.26 %
- Total Assets 28.7 Bil
-
Adj. Expense Ratio
0.180%
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.40%
- Turnover 5%
Morningstar’s Analysis DFQTX
Will DFQTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Modest factor tilts should provide a long-term advantage.
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 2704
- Bond Holdings 0
- Other Holdings 13
- % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Ssc Government Mm Gvmxx
0.84
257,581,893
Cash and Equivalents
S+p500 Emini Fut Mar23 Xcme 20230317
0.82
249,285,500
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