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Morningstar

DFA World Core Equity Institutional DREIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 20.34  /  0.49 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.02%
  • Turnover 8%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:15 PM GMT+0

Morningstar’s Analysis DREIX

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

People Pillar

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

Strength in DFA World Core Equity Institutional’s Parent Pillar and People Pillar underpin this strategy's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DREIX

More DREIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Core Equity 1 I

58.50
598,820,841
—

DFA International Core Equity I

29.66
303,646,106
—

DFA Emerging Markets Core Equity I

11.82
121,014,825
—

Ssc Government Mm Gvmxx

0.02
162,524
Cash and Equivalents

Usd

0.00
29
Cash and Equivalents