Skip to Content
Morningstar

DFA US Large Company I DFUSX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 29.24  /  0.24 %
  • Total Assets 10.1 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.37%
  • Turnover 2%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis DFUSX

Will DFUSX 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 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.

A solid choice for tracking the S&P 500.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

DFA US Large Company combines a broadly diversified portfolio of U.S. large-cap stocks with low turnover and a cheap price, giving it a durable edge over its Morningstar Category peers. However, there are cheaper alternatives. It earns a Morningstar Analyst Rating of Gold.

by Mo'ath Almahasneh
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFUSX

More DFUSX Holdings
  • Current Portfolio Date
  • Equity Holdings 504
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.56
826,654,135
Technology

Microsoft Corp

6.50
710,880,286
Technology

Amazon.com Inc

3.11
339,624,601
Consumer Cyclical

NVIDIA Corp

3.01
328,915,618
Technology

Alphabet Inc Class A

2.05
224,412,532
Communication Services

Tesla Inc

1.88
205,055,429
Consumer Cyclical

Meta Platforms Inc Class A

1.83
200,591,197
Communication Services

Alphabet Inc Class C

1.77
193,604,235
Communication Services

Berkshire Hathaway Inc Class B

1.63
178,634,834
Financial Services

UnitedHealth Group Inc

1.23
134,178,935
Healthcare