About DREIX
DFA World Core Equity Portfolio Institutional Class is a mutual fund designed to provide long-term capital appreciation by investing in a diversified mix of global equities. The portfolio achieves broad exposure by primarily allocating assets among other underlying mutual funds managed by its advisor, with significant holdings in U.S. equities, international developed markets, and emerging markets. As of mid-2025, the fund's top allocations include a majority position in U.S. core equity, complemented by international and emerging markets core equity funds, resulting in a comprehensive global footprint. The investment approach favors a large blend style, spanning multiple regions and sectors, which helps reduce concentration risk and enhance diversification. With a relatively low expense ratio and a focus on institutional investors, this fund seeks to offer cost-effective, global equity exposure. Its role in the financial market is to serve as a core holding for institutions and advisors seeking a single solution for diversified worldwide equity investing, balancing growth opportunities across developed and emerging economies.
Fund Family Dimensional Fund Advisors
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DREIX
Index MSCI AC World NR USD
DREIX had a total return of 27.60% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.38%.
