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Dfa U.s. Large Cap Equity Portfolio Institutional Class (DUSQX)

US Funds

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32.79 +0.01 +0.03%

04/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.16B

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DUSQX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA US Large Cap Equity Institutional (DUSQX) fund. Our DFA US Large Cap Equity Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.25	0.37	0.12
Shares	99.75	99.75	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.64	19.98
Price to Book	4.07	3.86
Price to Sales	2.37	2.56
Price to Cash Flow	12.97	13.66
Dividend Yield	1.53	1.58
5 Years Earnings Growth	10.76	10.94

Sector Allocation

Name	Net %	Category Average
Technology	29.63	27.78
Financial Services	13.74	15.01
Healthcare	10.62	12.64
Consumer Cyclical	10.36	10.32
Communication Services	9.56	8.44
Industrials	9.10	9.62
Consumer Defensive	6.58	6.33
Energy	4.62	3.91
Utilities	3.58	2.78
Basic Materials	2.02	2.38
Real Estate	0.20	2.32

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 548

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	6.91	202.82	-0.22%
Microsoft	US5949181045	5.56	463.87	+0.19%
NVIDIA	US67066G1040	5.35	141.92	+0.50%
Amazon.com	US0231351067	3.44	207.23	+0.74%
Meta Platforms	US30303M1027	2.41	687.95	+3.16%
Alphabet A	US02079K3059	1.93	168.05	+1.13%
Alphabet C	US02079K1079	1.79	169.39	+1.00%
Eli Lilly	US5324571083	1.41	765.84	+2.01%
JPMorgan	US46625H1005	1.29	264.22	-0.77%
Berkshire Hathaway B	US0846707026	1.24	491.00	-1.37%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	34.51B	11.59	9.74	6.01
DFA US Core Equity 1 I	34.62B	-5.64	10.68	11.03
DFA US Core Equity 2 I	32.7B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	28.76B	1.73	5.09	4.12
DFA US Large Cap Value I	23.33B	-2.51	7.13	8.12

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