DFA U.S. Large Cap Equity Portfolio Institutional Class (DUSQX)

Fund Assets	2.14B
Expense Ratio	0.14%
Min. Investment	$0.00
Turnover	12.00%
Dividend (ttm)	0.36
Dividend Yield	1.06%
Dividend Growth	-72.31%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 27, 2025

Previous Close	34.46
YTD Return	6.43%
1-Year Return	12.07%
5-Year Return	106.04%
52-Week Low	27.43
52-Week High	34.46
Beta (5Y)	1.00
Holdings	550
Inception Date	Jun 21, 2013

About DUSQX

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

• Fund Family: Dimensional Fund Advisors
• Category: Large Blend
• Stock Exchange: NASDAQ
• Ticker Symbol: DUSQX
• Index: Russell 1000 TR USD

Performance

DUSQX had a total return of 12.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.41%.

Top 10 Holdings

31.90% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	6.45%
NVIDIA Corporation	NVDA	6.26%
Apple Inc.	AAPL	5.91%
Amazon.com, Inc.	AMZN	3.42%
Meta Platforms, Inc.	META	2.50%
Alphabet Inc.	GOOGL	1.92%
Alphabet Inc.	GOOG	1.78%
JPMorgan Chase & Co.	JPM	1.29%
Visa Inc.	V	1.20%
Eli Lilly and Company	LLY	1.17%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 27, 2025	$0.09882	Jun 30, 2025
Mar 28, 2025	$0.0889	Mar 31, 2025
Dec 13, 2024	$0.08221	Dec 13, 2024
Sep 27, 2024	$0.09222	Sep 30, 2024
Jun 27, 2024	$0.08969	Jun 28, 2024
Mar 27, 2024	$0.09395	Mar 28, 2024