DFA U.S. Vector Equity Portfolio Institutional Class DFVEX Strategy
Strategy
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of equity securities of U.S. operating companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
DXUV
| DFA U.S. Vector Equity Portfolio – ETF Class Shares | ETF | Open | — | $626.78M | 0.240% | — | — | — | ||
DFVEX
| DFA U.S. Vector Equity Portfolio Institutional Class | Institutional | Open | $5.51B | 0.240% | Low | $0 | −$347.14M |