DFA U.S. Core Equity 2 Portfolio (DFQTX)
This investment portfolio aims to acquire a comprehensive and varied selection of shares issued by American corporations. While it allocates capital across companies of all dimensions, it deliberately provides enhanced weighting to businesses characterized by smaller market capitalizations, more attractive relative valuations, and superior financial profitability. This increased allocation is measured against the typical representation of such companies within the designated U.S. Universe. The Advisor generally defines this 'U.S. Universe' as a market-capitalization-weighted aggregate of operational U.S. enterprises listed on domestic stock exchanges that the Advisor deems suitable for investment.
DFQTX Mutual Fund Chart & Stats
- Previous Close
- $48.56
- Sub-Category
- Large Cap
- Total Liabilities
- $1.23B
- Last Dividend Ex-Date
- Sep 29, 2026
- Expense Ratio
- 0.18%
- Holding Count
- 2,354
- Brand
- Dfa Investment Dimensions Group Inc
- Dividend Yield
- (0.96%)
- Category
- Equity
- Total Assets
- 39.99B
- Shares Outstanding
- N/A
- 52-Week Range
- $41.97 - $51.45
DFQTX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 5.75% |
| AAPLApple Inc | 5.34% |
| MSFTMicrosoft | 4.14% |
| AMZNAmazon.Com, Inc. | 2.21% |
| GOOGLAlphabet Inc. Class A | 1.80% |
| METAMeta Platforms, Inc. | 1.72% |
| USD_CASHThe DFA Investment Trust Company | 1.55% |
| JPMJPMorgan Chase & Co. | 1.29% |
| GOOGAlphabet Inc. Class C | 1.29% |
| XOMExxon Mobil Corp. | 1.21% |
| Total | 26.30% |
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