About DFQTX
DFA U.S. Core Equity II Portfolio Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing in a broad and diverse array of U.S. equity securities. Designed with an institutional approach, the fund targets companies of all sizes, with notable tilts toward small-cap, lower relative price, and higher profitability firms compared to traditional market benchmarks. This large blend fund follows a disciplined, systematic strategy that seeks to enhance diversification while maintaining modest factor exposures, aiming for incremental long-term outperformance. The portfolio typically holds over 2,400 stocks, including leading U.S. companies such as Apple, NVIDIA, and Microsoft—its top holdings representing a significant portion of assets. With a low expense ratio and minimal turnover, the fund appeals to investors seeking cost-efficient, tax-aware U.S. equity market exposure. It plays a significant role in the market by providing balanced access to the growth potential of U.S. equities, while mitigating concentration risk through extensive diversification across sectors and market capitalizations.
Fund Family Dimensional Fund Advisors
Category Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol DFQTX
Share Class - Institutional Class
Index Russell 3000 TR
DFQTX had a total return of 16.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.69%.
