DUSQX – DFA US Large Cap Equity Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

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
DUSQX	DFA U.S. Large Cap Equity Portfolio Institutional Class	Institutional	Open			Jun 25, 2013	$2.69B	0.130%	Low	$0	−$91.93M

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