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USD
DFA US Social Core Equity 2 Portfolio (DFUEX)
36.86
-0.67
(-1.79%)
At close: October 30 at 8:08:19 PM EDT
Fund Summary
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.
DFA US Social Core Equity 2 Portfolio
Santa Monica CA 90401
1299 Ocean Ave Ste 650 11th FL
Fund Overview
| Category | Large Blend |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 2.51B |
| YTD Return | 13.21% |
| Yield | 0.78% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2007 |
Fund Operations
| Last Dividend | 0.23 |
| Last Cap Gain | 54.00 |
|---|---|
| Holdings Turnover | 10.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | DFUEX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.22% | 0.78% |
|
Prospectus Net Expense Ratio
|
0.22% | -- |
|
Prospectus Gross Expense Ratio
|
0.22% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | -- |
|
Max Deferred Sales Load
|
-- | -- |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
John A. Hertzer, Lead Manager since February 28, 2022
Mr. Hertzer joined DFA in 2013. Mr. Hertzer began his investment career in 2004 and earned a B.A. from Dartmouth College and an M.B.A. from the University of California Los Angeles.Morningstar Style Box
