Advertisement
Skip to Content
Morningstar

DFA US Large Cap Equity Institutional DUSQX

Morningstar Analyst Rating
Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 24.03  /  0.99 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.130%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.51%
  • Turnover 7%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DUSQX

Will DUSQX 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 DUSQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DUSQX 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 DUSQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

DFA US Large Cap Equity Institutional’s parent firm and notable investment philosophy support this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor