About DUSQX
DFA US Large Cap Equity Portfolio Institutional Class is a mutual fund specializing in the equity securities of large-cap U.S. companies. Its primary goal is to provide investors with broad exposure to the large-cap segment of the U.S. stock market, with portfolio returns that closely track those of well-known benchmarks such as the S&P 500 Index. The fund adopts a large blend style, investing across both growth and value stocks, and is constructed to capture the long-term growth opportunities within the largest U.S. corporations. Its holdings are diversified across major sectors, including technology, consumer cyclical, communication services, healthcare, energy, and financial services, with significant allocations to prominent names like NVIDIA, Apple, Microsoft, Amazon, and JPMorgan Chase. A defining characteristic of the fund is its low expense ratio and minimal portfolio turnover, underscoring a cost-efficient investment approach. Designed for institutional investors, this fund plays a key role in providing core domestic equity exposure for asset allocations focused on stability, scale, and market representativeness.
Fund Family Dimensional Fund Advisors
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DUSQX
Index Russell 1000 TR USD
DUSQX had a total return of 13.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.18%.
