DFA U.S. Large Company Portfolio
DFUSX
NASDAQ
| Weiss Ratings | DFUSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DFUSX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (13), Joseph F. Hohn (8), Joel P. Schneider (6) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFUSX-NASDAQ | Click to Compare |
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| Fund Name | DFA U.S. Large Company Portfolio | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 23, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFUSX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.14% | |||
| Dividend | DFUSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | DFUSX-NASDAQ | Click to Compare |
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| Cash | -0.75% | |||
| Stock | 100.75% | |||
| U.S. Stock | 100.24% | |||
| Non-U.S. Stock | 0.51% | |||
| 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 | DFUSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.36% | |||
| 30-Day Total Return | 1.53% | |||
| 60-Day Total Return | 5.17% | |||
| 90-Day Total Return | 9.94% | |||
| Year to Date Total Return | 11.07% | |||
| 1-Year Total Return | 17.34% | |||
| 2-Year Total Return | 50.10% | |||
| 3-Year Total Return | 66.70% | |||
| 5-Year Total Return | 98.43% | |||
| Price | DFUSX-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 | DFUSX-NASDAQ | Click to Compare |
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| Nav | $43.06 | |||
| 1-Month Low NAV | $41.41 | |||
| 1-Month High NAV | $43.06 | |||
| 52-Week Low NAV | $33.04 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $43.06 | |||
| 52-Week High Price (Date) | Aug 27, 2025 | |||
| Beta / Standard Deviation | DFUSX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 15.15 | |||
| Balance Sheet | DFUSX-NASDAQ | Click to Compare |
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| Total Assets | 12.90B | |||
| Operating Ratios | DFUSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 6.00% | |||
| Performance | DFUSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.73% | |||
| Last Bear Market Total Return | -16.11% | |||