Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

DFA U.S. Large Cap Equity Portfolio (DUSQX)

29.97
+2.54
+(9.26%)
At close: 8:00:35 PM EDT
Loading Chart for DUSQX
  • Previous Close 27.43
  • YTD Return -4.08%
  • Expense Ratio 0.14%
  • Category Large Blend
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.02B
  • Beta (5Y Monthly) 1.00
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.09
  • Inception Date Jun 25, 2013

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Dimensional Fund Advisors

Fund Family

Large Blend

Fund Category

2.02B

Net Assets

2013-06-25

Inception Date

Performance Overview: DUSQX

View More

Trailing returns as of 4/9/2025. Category is Large Blend.

YTD Return

DUSQX
4.08%
Category
5.31%
 

1-Year Return

DUSQX
6.86%
Category
20.31%
 

3-Year Return

DUSQX
8.88%
Category
6.48%
 

5-Year Return

DUSQX
18.70%
Category
11.78%
 

People Also Watch

Holdings: DUSQX

View More

Sector Weightings

SectorDUSQX
Technology   30.85%
Healthcare   9.17%
Industrials   8.87%
Energy   4.27%
Utilities   3.35%
Real Estate   0.20%

Recent News: DUSQX

View More

Research Reports: DUSQX

View More

Top Mutual Funds