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DFA US Core Equity 2 I (DFQTX)

49.83 -0.70 (-1.39%)
At close: October 30 at 8:08:19 PM EDT
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  • Previous Close 50.53
  • YTD Return 12.37%
  • Expense Ratio 0.18%
  • Category Large Blend
  • Last Cap Gain 63.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 38.35B
  • Beta (5Y Monthly) 0.96
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.36
  • Inception Date Sep 15, 2005

The fund purchases a broad and diverse group of equity securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Dimensional Fund Advisors

Fund Family

Large Blend

Fund Category

38.35B

Net Assets

2005-09-15

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

DFQTX
12.37%
Category
5.31%

1-Year Return

DFQTX
15.26%
Category
20.31%

3-Year Return

DFQTX
20.50%
Category
6.48%

5-Year Return

DFQTX
12.44%
Category
11.78%

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