DURPX – DFA US Hi Relatv Profitability Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of U.S. companies. The portfolio may invest in ETFs for the purpose of gaining exposure to the U.S. stock market while maintaining liquidity. It may lend its portfolio securities to generate additional income.

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
DUHP	DFA U.S. High Relative Profitability Portfolio – ETF Class Shares	ETF	Open		—	Sep 25, 2026	$12.81B	0.220%	—	—	—
DURPX	DFA US High Relative Profitability Portfolio Institutional Class	Institutional	Open			May 16, 2017	$6.38B	0.220%	Low	$0	$118.13M

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