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Morningstar

DFA US Core Equity 2 I DFQTX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 33.73  /  −0.65 %
  • Total Assets 32.0 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 —
  • Status Open
  • TTM Yield 1.22%
  • Turnover 7%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis DFQTX

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

  • People Pillar

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

Modest factor tilts should provide a long-term advantage.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Core Equity 2 is a well-diversified strategy with some mild factor tilts and a low fee that should provide a long-term edge.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFQTX

More DFQTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.94 1.6 Bil
Technology

Apple Inc

4.52 1.5 Bil
Technology

NVIDIA Corp

2.53 837.4 Mil
Technology

Amazon.com Inc

1.81 599.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.36 449.6 Mil
Communication Services

Broadcom Inc

1.15 379.6 Mil
Technology

Eli Lilly and Co

1.07 355.4 Mil
Healthcare

JPMorgan Chase & Co

1.02 338.6 Mil
Financial Services

Berkshire Hathaway Inc Class B

1.01 332.9 Mil
Financial Services

Alphabet Inc Class A

1.00 330.6 Mil
Communication Services