Morningstar

DFA U.S. Social Core Equity 2 Portfolio DFUEX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 37.40  /  +0.46 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.76%
  • Turnover 10%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DFUEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA US Social Core Equity 2 Portfolio holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFUEX

More DFUEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.67 169M
Technology

Apple Inc

5.57 142M
Technology

Microsoft Corp

4.77 121M
Technology

Amazon.com Inc

3.72 94M
Consumer Cyclical

Meta Platforms Inc Class A

2.25 57M
Communication Services

DFA Short Term Investment

1.95 49M
Cash and Equivalents

Alphabet Inc Class A

1.94 49M
Communication Services

Alphabet Inc Class C

1.49 38M
Communication Services

Micron Technology Inc

1.26 32M
Technology

Broadcom Inc

1.15 29M
Technology

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