Morningstar

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

Medalist Rating as of Sep 30, 2026 See Dimensional Investment Hub

Strategy

The investment seeks to achieve long-term capital appreciation. The Portfolio purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of large cap U.S. companies.

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
DUSLX	DFA U.S. Large Cap Growth Portfolio Institutional Class	Institutional	Open			Dec 20, 2012	$4.38B	0.180%	Low	$0	−$190.09M

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