DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
NASDAQ
| Weiss Ratings | DFEOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DFEOX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (14), John A. Hertzer (4), Allen Pu (2) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFEOX-NASDAQ | Click to Compare |
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| Fund Name | DFA U.S. Core Equity 1 Portfolio Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 15, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFEOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.92% | |||
| Dividend | DFEOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.28% | |||
| Asset Allocation | DFEOX-NASDAQ | Click to Compare |
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| Cash | 0.93% | |||
| Stock | 99.07% | |||
| U.S. Stock | 98.05% | |||
| Non-U.S. Stock | 1.02% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFEOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.01% | |||
| 30-Day Total Return | 2.05% | |||
| 60-Day Total Return | 0.26% | |||
| 90-Day Total Return | 2.56% | |||
| Year to Date Total Return | 15.20% | |||
| 1-Year Total Return | 17.04% | |||
| 2-Year Total Return | 34.33% | |||
| 3-Year Total Return | 87.56% | |||
| 5-Year Total Return | 75.27% | |||
| Price | DFEOX-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 | DFEOX-NASDAQ | Click to Compare |
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| Nav | $56.71 | |||
| 1-Month Low NAV | $55.35 | |||
| 1-Month High NAV | $56.71 | |||
| 52-Week Low NAV | $47.20 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $57.53 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | DFEOX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 12.49 | |||
| Balance Sheet | DFEOX-NASDAQ | Click to Compare |
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| Total Assets | 44.65B | |||
| Operating Ratios | DFEOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.15% | |||
| Turnover Ratio | 6.00% | |||
| Performance | DFEOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.85% | |||
| Last Bear Market Total Return | -15.05% | |||