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Morningstar

DFA US Core Equity 2 I DFQTX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis DFQTX

Will DFQTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFQTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFQTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest factor tilts should provide a long-term advantage.

Senior Analyst

Summary

| by Daniel Sotiroff

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.

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