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DFA US Social Core Equity 2 Portfolio (DFUEX)

36.86 -0.67 (-1.79%)
At close: October 30 at 8:08:19 PM EDT
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  • Previous Close 37.53
  • YTD Return 13.21%
  • Expense Ratio 0.22%
  • Category Large Blend
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 2.51B
  • Beta (5Y Monthly) 1.11
  • Yield 0.78%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.23
  • Inception Date Oct 1, 2007

The Portfolio 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, while excluding companies based on the Portfolio’s social issue screens. It will invest at least 80% of its net assets in equity securities of U.S. companies.

Dimensional Fund Advisors

Fund Family

Large Blend

Fund Category

2.51B

Net Assets

2007-10-01

Inception Date

Performance Overview

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

YTD Return

DFUEX
13.21%
Category
5.31%

1-Year Return

DFUEX
15.56%
Category
20.31%

3-Year Return

DFUEX
22.10%
Category
6.48%

5-Year Return

DFUEX
12.60%
Category
11.78%

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