DFA U.S. Core Equity 2 Portfolio

Frequently Asked Questions About DFQTX

What does DFQTX invest in?

This investment portfolio aims to acquire a comprehensive and varied selection of shares issued by American corporations. While it allocates capital across companies of all dimensions, it deliberately provides enhanced weighting to businesses characterized by smaller market capitalizations, more attractive relative valuations, and superior financial profitability. This increased allocation is measured against the typical representation of such companies within the designated U.S. Universe. The Advisor generally defines this 'U.S. Universe' as a market-capitalization-weighted aggregate of operational U.S. enterprises listed on domestic stock exchanges that the Advisor deems suitable for investment.

What is the expense ratio of DFQTX?

DFA U.S. Core Equity 2 Portfolio (DFQTX) charges an expense ratio of 0.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DFQTX?

DFA U.S. Core Equity 2 Portfolio (DFQTX) manages $87.48B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DFQTX actively managed or an index fund?

DFQTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DFQTX launched?

DFA U.S. Core Equity 2 Portfolio (DFQTX) launched in September 2005 and is managed by Dimensional.

How has DFQTX performed?

DFQTX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.