DFA World ex U.S. Core Equity Portfolio Institutional Class Shares
DFWIX
NASDAQ
| Weiss Ratings | DFWIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DFWIX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (12), Allen Pu (10), Mary T. Phillips (8), 1 other | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFWIX-NASDAQ | Click to Compare |
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| Fund Name | DFA World ex U.S. Core Equity Portfolio Institutional Class Shares | |||
| Category | Foreign Large Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Foreign Stock | |||
| Inception Date | Apr 09, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFWIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.92% | |||
| Dividend | DFWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.67% | |||
| Asset Allocation | DFWIX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 99.18% | |||
| U.S. Stock | 1.02% | |||
| Non-U.S. Stock | 98.16% | |||
| Bond | 0.01% | |||
| U.S. Bond | 0.01% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.04% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | DFWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.69% | |||
| 30-Day Total Return | 3.02% | |||
| 60-Day Total Return | 4.57% | |||
| 90-Day Total Return | 8.72% | |||
| Year to Date Total Return | 24.37% | |||
| 1-Year Total Return | 18.39% | |||
| 2-Year Total Return | 37.62% | |||
| 3-Year Total Return | 55.17% | |||
| 5-Year Total Return | 69.51% | |||
| Price | DFWIX-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 | DFWIX-NASDAQ | Click to Compare |
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| Nav | $16.00 | |||
| 1-Month Low NAV | $15.24 | |||
| 1-Month High NAV | $16.12 | |||
| 52-Week Low NAV | $12.33 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.12 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | DFWIX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 15.45 | |||
| Balance Sheet | DFWIX-NASDAQ | Click to Compare |
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| Total Assets | 4.33B | |||
| Operating Ratios | DFWIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.30% | |||
| Turnover Ratio | 18.00% | |||
| Performance | DFWIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.89% | |||
| Last Bear Market Total Return | -13.01% | |||