Skip to Content

DFA US Social Core Equity 2 Portfolio DFUEX

Quantitative rating as of
NAV / 1-Day Return
20.37  /  0.29 %
Total Assets
1.4 Bil
Adj. Expense Ratio
0.230%
Expense Ratio
0.210%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.32%
Turnover
16%

Morningstar’s Analysis DFUEX

Will DFUEX outperform in future?

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

Summary

|

A strong parent firm helps offset DFA US Social Core Equity 2 Portfolio’s middling People Pillar rating, allowing this strategy to retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor