The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
DFA US Large Cap Equity Institutional DUSQX
- NAV / 1-Day Return 28.86 / +1.09 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.130%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 1.21%
- Turnover 8%
USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:14 PM GMT+0
Morningstar’s Analysis DUSQX
Will DUSQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.98 | 91.2 Mil | Technology |
Apple Inc | 4.81 | 88.1 Mil | Technology |
NVIDIA Corp | 4.56 | 83.5 Mil | Technology |
Amazon.com Inc | 3.48 | 63.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.26 | 41.3 Mil | Communication Services |
Alphabet Inc Class A | 1.75 | 32.1 Mil | Communication Services |
Alphabet Inc Class C | 1.54 | 28.1 Mil | Communication Services |
Broadcom Inc | 1.39 | 25.4 Mil | Technology |
Eli Lilly and Co | 1.38 | 25.3 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.29 | 23.7 Mil | Financial Services |