About DFEOX
DFA U.S. Core Equity 1 Portfolio Institutional Class is a U.S. mutual fund that aims for long-term capital appreciation by investing broadly across the U.S. equity market. Its portfolio includes a diverse range of companies of all sizes and sectors, reflecting a large blend investment style. The fund stands out by tilting its allocations toward smaller capitalization, lower relative price, and higher profitability firms compared to their share of the overall market, offering slightly greater exposure to certain risk factors without being heavily concentrated in any single industry or company. The fund’s holdings typically include leading technology, financial, consumer, and healthcare firms, with the top ten positions featuring some of the largest U.S. corporations. Managed by Dimensional Fund Advisors, the portfolio is designed to deliver exceptional diversification and disciplined exposure to multiple U.S. equity segments, maintaining a low expense ratio and a low turnover rate. This comprehensive approach allows the fund to closely mirror the broader U.S. stock market while seeking incremental benefits from its risk factor tilts, making it a core equity option for institutional investors focused on efficient, market-wide exposure.
Fund Family Dimensional Fund Advisors
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFEOX
Share Class - Institutional Class
Index Russell 3000 TR
DFEOX had a total return of 22.55% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.71%.
