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Morningstar

DFA World ex US Core Equity Instl DFWIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 12.88  /  −0.31 %
  • Total Assets 3.9 Bil
  • 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 —
  • Status Open
  • TTM Yield 3.24%
  • Turnover 10%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DFWIX

Will DFWIX 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 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.

DFA World ex US Core Equity Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

0.85 33.9 Mil
Healthcare

Future on E-mini S&P 500 Futures

0.81 32.2 Mil
—

Samsung Electronics Co Ltd

0.80 31.7 Mil
Technology

Shell PLC ADR (Representing - Ordinary Shares)

0.68 27.3 Mil
Energy

Toyota Motor Corp

0.68 26.9 Mil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

0.64 25.6 Mil
Technology

TotalEnergies SE

0.62 24.7 Mil
Energy

Lvmh Moet Hennessy Louis Vuitton SE

0.50 19.9 Mil
Consumer Cyclical

ASML Holding NV ADR

0.49 19.6 Mil
Technology

Nestle SA

0.48 19.0 Mil
Consumer Defensive