DFELX Mutual Fund

DFELX Mutual Fund (DFA Enhanced US Large Company Portfolio) is managed by Dimensional with $228.8M in net assets. DFELX expense ratio is 0.15%, holding 186 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1996-07-02.

DFELX performance shows a YTD return of 11.23%. The 1-year return is 14.43% and the 5-year return is 11.16%. DFELX dividend yield stands at 4.80%, paid quarterly.

DFELX top holdings include Dfa Short Term Investment Fund (3.2%), Us Treas Nts 3.375% 12/31/27 (3.0%), New Zealand Local Government Funding Agency Bonds 2.25 2028-05-15 (2.9%), The Dfa Investment Trust Company (2.9%), New Zealand Government 0.25 05/15/2028 (2.7%). Go to all DFELX holdings, DFELX sectors, or DFELX dividends.

DFELX can be compared against other funds. Use DFELX overlap to find shared positions, or DFELX vs another fund for a side-by-side view. DFELX alternatives are available via the screener, along with tax-loss harvesting opportunities.