Morningstar

DFA U.S. Large Company Portfolio DFUSX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $51.81  /  −0.02 %
  • Fund Size $14.7B
  • Adjusted Expense Ratio 0.060%
  • Net Expense Ratio 0.080%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.99%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis DFUSX

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

  • People Pillar

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

Solid exposure to large-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

DFA US Large Company accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings DFUSX

More DFUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.08 1B
Technology

Apple Inc

7.03 1B
Technology

Microsoft Corp

5.69 834M
Technology

Amazon.com Inc

3.84 563M
Consumer Cyclical

Alphabet Inc Class A

3.01 440M
Communication Services

Broadcom Inc

2.65 388M
Technology

Alphabet Inc Class C

2.40 351M
Communication Services

Meta Platforms Inc Class A

1.90 278M
Communication Services

Micron Technology Inc

1.63 239M
Technology

Tesla Inc

1.57 229M
Consumer Cyclical

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