DFA US Large Cap Equity Institutional (DUSQX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

42.49

+0.18 (0.43%)

Oct 15, 2026, 4:00 PM EST

Fund Assets	2.67B
Expense Ratio	0.136%
Min. Investment	$0.00
Turnover	12.00%
Dividend (ttm)	0.40
Dividend Yield	0.94%
Dividend Growth	8.36%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 29, 2026

Previous Close	42.31
YTD Return	14.66%
1-Year Return	18.27%
5-Year Return	79.27%
52-Week Low	35.04
52-Week High	42.86
Beta (5Y)	0.99
Holdings	519
Inception Date	Jun 25, 2013

About DUSQX

As a standard practice, this fund allocates a minimum of 80% of its total net assets to common stocks of large, well-established American companies. To manage its market exposure, particularly in response to anticipated or actual cash flowing into or out of the portfolio, it also has the flexibility to buy or sell derivative instruments like futures contracts and options on futures contracts, referencing U.S. equity securities and broad market indices.

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

Performance

DUSQX had a total return of 18.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.10%.

Top 10 Holdings

35.23% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.53%
Apple Inc.	AAPL	6.82%
Microsoft Corporation	MSFT	6.33%
Amazon.com, Inc.	AMZN	3.89%
Alphabet Inc.	GOOGL	2.17%
Meta Platforms, Inc.	META	1.96%
Alphabet Inc.	GOOG	1.89%
Broadcom Inc.	AVGO	1.87%
Micron Technology, Inc.	MU	1.41%
JPMorgan Chase & Co.	JPM	1.36%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 29, 2026	$0.11172	Sep 30, 2026
Jun 29, 2026	$0.10632	Jun 30, 2026
Mar 30, 2026	$0.10079	Mar 31, 2026
Dec 15, 2025	$0.08111	Dec 16, 2025
Sep 29, 2025	$0.09914	Sep 30, 2025
Jun 27, 2025	$0.09882	Jun 30, 2025

Full Dividend History