DFA US High Relative Profitability Portfolio Institutional Class
DURPX
NASDAQ
| Weiss Ratings | DURPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DURPX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (7), John A. Hertzer (3), Allen Pu (1) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DURPX-NASDAQ | Click to Compare |
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| Fund Name | DFA US High Relative Profitability Portfolio Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 16, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DURPX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.15% | |||
| Dividend | DURPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.45% | |||
| Asset Allocation | DURPX-NASDAQ | Click to Compare |
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| Cash | 0.89% | |||
| Stock | 99.11% | |||
| U.S. Stock | 98.63% | |||
| Non-U.S. Stock | 0.48% | |||
| 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 | DURPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.71% | |||
| 30-Day Total Return | -1.97% | |||
| 60-Day Total Return | 0.32% | |||
| 90-Day Total Return | -3.95% | |||
| Year to Date Total Return | 1.18% | |||
| 1-Year Total Return | 13.58% | |||
| 2-Year Total Return | 43.12% | |||
| 3-Year Total Return | 41.76% | |||
| 5-Year Total Return | 105.73% | |||
| Price | DURPX-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 | DURPX-NASDAQ | Click to Compare |
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| Nav | $24.77 | |||
| 1-Month Low NAV | $24.77 | |||
| 1-Month High NAV | $25.95 | |||
| 52-Week Low NAV | $21.37 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $25.95 | |||
| 52-Week High Price (Date) | Feb 19, 2025 | |||
| Beta / Standard Deviation | DURPX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 16.60 | |||
| Balance Sheet | DURPX-NASDAQ | Click to Compare |
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| Total Assets | 5.42B | |||
| Operating Ratios | DURPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.22% | |||
| Turnover Ratio | 13.00% | |||
| Performance | DURPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.59% | |||
| Last Bear Market Total Return | -13.92% | |||
