About DSCLX
DFA International Social Core Equity Portfolio Institutional Class is an actively managed mutual fund designed to provide broad exposure to developed international equity markets outside the United States. The fund’s primary objective is long-term capital appreciation, achieved by investing at least 80% of its net assets in a diversified set of equity securities from approved, non-U.S. developed market countries. Notably, the portfolio incorporates rigorous social issue screens, excluding companies involved in sectors such as nuclear weapons, fossil fuels, gambling, tobacco, alcohol, and other industries with significant ethical concerns.
The fund emphasizes both growth and value opportunities, with a strategic tilt toward smaller capitalization, lower relative price (value), and higher profitability companies relative to their representation in the international equity universe. With over 4,000 holdings, it maintains substantial diversification across market sectors and regions, while minimizing U.S. exposure—typically less than 20% of assets. Its low expense ratio and systematic approach to social and financial criteria make it a prominent option for institutional investors seeking socially conscious, globally diversified equity exposure within the foreign large-blend category.
Fund Family Dimensional Fund Advisors
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol DSCLX
Index MSCI World ex USA NR USD
DSCLX had a total return of 41.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.98%.
