DFA U.S. Large Cap Equity Portfolio

Frequently Asked Questions About DUSQX

What does DUSQX invest in?

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.

What is the expense ratio of DUSQX?

DFA U.S. Large Cap Equity Portfolio (DUSQX) charges an expense ratio of 0.13%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DUSQX?

DFA U.S. Large Cap Equity Portfolio (DUSQX) manages $2.67B 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 DUSQX actively managed or an index fund?

DUSQX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (DUSQX's is 0.13%) in exchange for the discretion to over- or under-weight positions.

When was DUSQX launched?

DFA U.S. Large Cap Equity Portfolio (DUSQX) launched in June 2013 and is managed by Dimensional.

How has DUSQX performed?

DUSQX'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.