DFA U.S. Large Cap Equity Portfolio Institutional Class
DUSQX
NASDAQ
| Weiss Ratings | DUSQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | DUSQX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (12), John A. Hertzer (3), Allen Pu (1) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DUSQX-NASDAQ | Click to Compare |
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| Fund Name | DFA U.S. Large Cap Equity Portfolio Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 25, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DUSQX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.07% | |||
| Dividend | DUSQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.52% | |||
| Asset Allocation | DUSQX-NASDAQ | Click to Compare |
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| Cash | 0.20% | |||
| Stock | 99.80% | |||
| U.S. Stock | 99.12% | |||
| Non-U.S. Stock | 0.68% | |||
| 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 | DUSQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.54% | |||
| 30-Day Total Return | 5.15% | |||
| 60-Day Total Return | 9.80% | |||
| 90-Day Total Return | 15.27% | |||
| Year to Date Total Return | 6.24% | |||
| 1-Year Total Return | 13.55% | |||
| 2-Year Total Return | 42.65% | |||
| 3-Year Total Return | 67.96% | |||
| 5-Year Total Return | 112.89% | |||
| Price | DUSQX-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 | DUSQX-NASDAQ | Click to Compare |
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| Nav | $34.16 | |||
| 1-Month Low NAV | $32.70 | |||
| 1-Month High NAV | $34.16 | |||
| 52-Week Low NAV | $27.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.16 | |||
| 52-Week High Price (Date) | Jul 02, 2025 | |||
| Beta / Standard Deviation | DUSQX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 15.83 | |||
| Balance Sheet | DUSQX-NASDAQ | Click to Compare |
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| Total Assets | 2.24B | |||
| Operating Ratios | DUSQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.14% | |||
| Turnover Ratio | 12.00% | |||
| Performance | DUSQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.39% | |||
| Last Bear Market Total Return | -15.78% | |||