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DFA US Large Cap Growth Instl DUSLX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 34.82  /  +0.09 %
  • Total Assets 3.4 Bil
  • 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
  • Status Open
  • TTM Yield 1.12%
  • Turnover 13%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DUSLX

Will DUSLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

DFA US Large Cap Growth Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its 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 least expensive fee quintile among peers.

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Portfolio Holdings DUSLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.23 166.9 Mil
Technology

Broadcom Inc

4.56 145.4 Mil
Technology

Apple Inc

4.51 143.9 Mil
Technology

Mastercard Inc Class A

4.29 136.7 Mil
Financial Services

Amazon.com Inc

4.25 135.5 Mil
Consumer Cyclical

The Home Depot Inc

3.95 126.0 Mil
Consumer Cyclical

NVIDIA Corp

3.89 124.2 Mil
Technology

Eli Lilly and Co

3.77 120.3 Mil
Healthcare

Visa Inc Class A

3.53 112.5 Mil
Financial Services

AbbVie Inc

3.06 97.6 Mil
Healthcare