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DFA US Large Company I DFUSX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 37.08  /  +0.64 %
  • Total Assets 12.4 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.15%
  • Turnover 3%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 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.

Solid option for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

DFA U.S. Large Company fund offers a well-diversified, market-cap-weighted portfolio of 500 of the largest U.S. stocks. The fund accurately represents the large-cap opportunity set while charging a low fee, a recipe for success over the long run. However, there are cheaper alternatives.

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Portfolio Holdings DFUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.92 810.9 Mil
Technology

Apple Inc

6.26 733.6 Mil
Technology

NVIDIA Corp

6.08 711.9 Mil
Technology

Amazon.com Inc

3.62 424.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.31 270.0 Mil
Communication Services

Alphabet Inc Class A

2.28 267.2 Mil
Communication Services

Alphabet Inc Class C

1.93 225.6 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.69 198.2 Mil
Financial Services

Eli Lilly and Co

1.47 172.0 Mil
Healthcare

JPMorgan Chase & Co

1.31 154.0 Mil
Financial Services