DFA U.S. Social Core Equity 2 Portfolio
DFUEX
NASDAQ
| Weiss Ratings | DFUEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | DFUEX-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 | DFUEX-NASDAQ | Click to Compare |
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| Fund Name | DFA U.S. Social Core Equity 2 Portfolio | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 01, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFUEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.75% | |||
| Dividend | DFUEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.11% | |||
| Asset Allocation | DFUEX-NASDAQ | Click to Compare |
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| Cash | 1.65% | |||
| Stock | 98.35% | |||
| U.S. Stock | 97.26% | |||
| Non-U.S. Stock | 1.09% | |||
| 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 | DFUEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.74% | |||
| 30-Day Total Return | -1.55% | |||
| 60-Day Total Return | 1.52% | |||
| 90-Day Total Return | 1.05% | |||
| Year to Date Total Return | 13.72% | |||
| 1-Year Total Return | 15.91% | |||
| 2-Year Total Return | 35.78% | |||
| 3-Year Total Return | 77.81% | |||
| 5-Year Total Return | 77.89% | |||
| Price | DFUEX-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 | DFUEX-NASDAQ | Click to Compare |
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| Nav | $37.40 | |||
| 1-Month Low NAV | $37.04 | |||
| 1-Month High NAV | $38.13 | |||
| 52-Week Low NAV | $30.87 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $38.67 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | DFUEX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 14.84 | |||
| Balance Sheet | DFUEX-NASDAQ | Click to Compare |
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| Total Assets | 2.53B | |||
| Operating Ratios | DFUEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.22% | |||
| Turnover Ratio | 10.00% | |||
| Performance | DFUEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.61% | |||
| Last Bear Market Total Return | -16.22% | |||