DFA Enhanced U.S. Large Company Portfolio Institutional Class
DFELX
NASDAQ
| Weiss Ratings | DFELX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DFELX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | David A. Plecha (30), Joseph F. Kolerich (14), Alexander Fridman (6) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFELX-NASDAQ | Click to Compare |
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| Fund Name | DFA Enhanced U.S. Large Company Portfolio Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 02, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFELX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.10% | |||
| Dividend | DFELX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | DFELX-NASDAQ | Click to Compare |
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| Cash | -93.87% | |||
| Stock | 98.06% | |||
| U.S. Stock | 97.57% | |||
| Non-U.S. Stock | 0.49% | |||
| Bond | 92.29% | |||
| U.S. Bond | 45.83% | |||
| Non-U.S. Bond | 46.46% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 3.52% | |||
| Price History | DFELX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | -1.45% | |||
| 60-Day Total Return | 2.14% | |||
| 90-Day Total Return | 1.28% | |||
| Year to Date Total Return | 11.44% | |||
| 1-Year Total Return | 14.54% | |||
| 2-Year Total Return | 34.76% | |||
| 3-Year Total Return | 76.36% | |||
| 5-Year Total Return | 71.40% | |||
| Price | DFELX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFELX-NASDAQ | Click to Compare |
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| Nav | $16.21 | |||
| 1-Month Low NAV | $16.02 | |||
| 1-Month High NAV | $16.49 | |||
| 52-Week Low NAV | $13.63 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.24 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | DFELX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 13.42 | |||
| Balance Sheet | DFELX-NASDAQ | Click to Compare |
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| Total Assets | 221.24M | |||
| Operating Ratios | DFELX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.15% | |||
| Turnover Ratio | 49.00% | |||
| Performance | DFELX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.24% | |||
| Last Bear Market Total Return | -17.32% | |||