DFA Short-Term Extended Quality Portfolio Institutional Class
DFEQX
NASDAQ
| Weiss Ratings | DFEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DFEQX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | David A. Plecha (16), Joseph F. Kolerich (13), Lacey N. Huebel (4), 1 other | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFEQX-NASDAQ | Click to Compare |
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| Fund Name | DFA Short-Term Extended Quality Portfolio Institutional Class | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Corporate Bond - High Quality | |||
| Inception Date | Mar 04, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.51% | |||
| Dividend | DFEQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DFEQX-NASDAQ | Click to Compare |
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| Cash | 54.50% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 45.51% | |||
| U.S. Bond | 18.65% | |||
| Non-U.S. Bond | 26.86% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.16% | |||
| 30-Day Total Return | 0.45% | |||
| 60-Day Total Return | 0.82% | |||
| 90-Day Total Return | 1.18% | |||
| Year to Date Total Return | 2.13% | |||
| 1-Year Total Return | 5.33% | |||
| 2-Year Total Return | 11.39% | |||
| 3-Year Total Return | 12.61% | |||
| 5-Year Total Return | 8.54% | |||
| Price | DFEQX-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 | DFEQX-NASDAQ | Click to Compare |
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| Nav | $10.48 | |||
| 1-Month Low NAV | $10.47 | |||
| 1-Month High NAV | $10.50 | |||
| 52-Week Low NAV | $10.36 | |||
| 52-Week Low NAV (Date) | Dec 10, 2024 | |||
| 52-Week High NAV | $10.50 | |||
| 52-Week High Price (Date) | May 28, 2025 | |||
| Beta / Standard Deviation | DFEQX-NASDAQ | Click to Compare |
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| Beta | 0.22 | |||
| Standard Deviation | 2.21 | |||
| Balance Sheet | DFEQX-NASDAQ | Click to Compare |
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| Total Assets | 5.57B | |||
| Operating Ratios | DFEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.18% | |||
| Turnover Ratio | 49.00% | |||
| Performance | DFEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 3.38% | |||
| Last Bear Market Total Return | -1.62% | |||