Morningstar

DFA U.S. Large Cap Growth Portfolio Institutional Class DUSLX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 46.06  /  −1.07 %
  • Total Assets 4.4B
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.79%
  • Turnover 10%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DUSLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA US Large Cap Growth 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 DUSLX

More DUSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.22 330M
Technology

Apple Inc

6.60 302M
Technology

Broadcom Inc

5.25 240M
Technology

Eli Lilly and Co

4.75 217M
Healthcare

Visa Inc Class A

3.61 165M
Financial Services

Lam Research Corp

2.82 129M
Technology

Mastercard Inc Class A

2.70 124M
Financial Services

Caterpillar Inc

2.63 120M
Industrials

Oracle Corp

2.56 117M
Technology

The Home Depot Inc

2.55 116M
Consumer Cyclical

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