Nasdaq - Delayed Quote USD

DFA US Core Equity 2 I (DFQTX)

36.98
-0.04
(-0.11%)
At close: 8:09:13 AM EDT
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  • Previous Close 37.02
  • YTD Return -6.03%
  • Expense Ratio 0.18%
  • Category Large Blend
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 30.61B
  • Beta (5Y Monthly) 1.04
  • Yield 1.25%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.12
  • Inception Date Sep 15, 2005

The fund purchases a broad and diverse group of equity securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Dimensional Fund Advisors

Fund Family

Large Blend

Fund Category

30.61B

Net Assets

2005-09-15

Inception Date

Performance Overview: DFQTX

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Trailing returns as of 5/9/2025. Category is Large Blend.

YTD Return

DFQTX
6.03%
Category
5.31%
 

1-Year Return

DFQTX
7.77%
Category
20.31%
 

3-Year Return

DFQTX
10.11%
Category
6.48%
 

5-Year Return

DFQTX
15.72%
Category
11.78%
 

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Holdings: DFQTX

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Sector Weightings

SectorDFQTX
Technology   25.47%
Industrials   12.46%
Healthcare   9.69%
Energy   5.53%
Utilities   2.30%
Real Estate   0.38%

Recent News: DFQTX

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Research Reports: DFQTX

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