Morningstar

DFA World ex U.S. Core Equity Portfolio Institutional Class Shares DFWIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 18.68  /  +0.21 %
  • Total Assets 5.4B
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.91%
  • Turnover 8%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 10:26 PM GMT+0

Morningstar’s Analysis DFWIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA World ex US Core Equity Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFWIX

More DFWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Short Term Investment

4.49 264M
Cash and Equivalents

Samsung Electronics Co Ltd

1.57 92M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

1.48 87M
Technology

SK Hynix Inc

1.09 64M
Technology

Future on E-mini S&P 500 Futures

0.78 46M
—

Usd

0.74 44M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd ADR

0.74 43M
Technology

ASML Holding NV ADR

0.61 36M
Technology

TotalEnergies SE

0.51 30M
Energy

Royal Bank of Canada

0.44 26M
Financial Services

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