DFUEX Mutual Fund
DFUEX Mutual Fund
DFUEX Mutual Fund
DFA US Social Core Equity 2 Portfolio
DFUEX Mutual Fund Overview
DFUEX Mutual Fund (DFA US Social Core Equity 2 Portfolio) is managed by Dimensional with $2.56B in net assets. DFUEX expense ratio is 0.22%, holding 2115 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-10-01.
DFUEX performance shows a YTD return of 12.66%. The 1-year return is 15.56% and the 5-year return is 9.11%. DFUEX dividend yield stands at 0.78%, paid quarterly.
DFUEX top holdings include Nvidia Corp (6.4%), Apple, Inc (6.0%), Microsoft Corp (5.4%), Amazon.Com Inc (4.2%), Meta Platforms Inc (2.3%). Go to all DFUEX holdings, DFUEX sectors, or DFUEX dividends.
DFUEX can be compared against other funds. Use DFUEX overlap to find shared positions, or DFUEX vs another fund for a side-by-side view. DFUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.