Advertisement
Skip to Content

DFA US Core Equity 2 I DFQTX

Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 29.28  /  0.85 %
  • Total Assets 30.5 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.37%
  • Turnover 5%

Morningstar’s Analysis DFQTX

Will DFQTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Modest factor tilts should provide a long-term advantage.

Senior Analyst

Summary

|

DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. An updated review of its solid, rules-based process, sound management team, and low fee, further confirms our confidence in its ability to outperform the Russell 1000 Index over the long run. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.

Unlock our full analysis with Morningstar Investor