Skip to Content

DFA US Large Company I DFUSX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 34.81  /  +0.87 %
  • Total Assets 11.8 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 1.23%
  • Turnover 2%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.22 801.6 Mil
Technology

Apple Inc

6.59 731.3 Mil
Technology

NVIDIA Corp

3.71 412.3 Mil
Technology

Amazon.com Inc

3.45 382.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.12 234.9 Mil
Communication Services

Alphabet Inc Class A

2.03 224.9 Mil
Communication Services

Alphabet Inc Class C

1.73 191.6 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.71 189.4 Mil
Financial Services

Tesla Inc

1.27 140.5 Mil
Consumer Cyclical

Broadcom Inc

1.27 140.5 Mil
Technology