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DFUEX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

DFA US Social Core Equity 2 Portfolio (DFUEX) Ownership - Who owns DFA US Social Core Equity 2 Portfolio?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.22
Min. Initial Investment
N/A
Fund Existence
almost 18 years
Turnover
8.00
Front Load
N/A
Net Assets
2041976800.00
Manager Tenure
N/A

Fundamentals

DFUEX
Net Assets
2.04B
Fund Existence
almost 18 years
Turnover
8.00
Total Expense Ratio
0.22
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.22
Assets in Top Ten Holdings
407M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
2.04B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.18
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
2063.00
Number of Net Holdings
2063.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.00%
Gain YTD
7.162
Annual Yield % from dividends
0.93
Returns for 1 year
15.70
Returns for 3 years
63.13
Returns for 5 years
100.76
Returns for 10 years
142.62
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com