DFEQX Mutual Fund

DFEQX Mutual Fund (DFA Short-Term Extended Quality Portfolio) is managed by Dimensional with $5.93B in net assets. DFEQX expense ratio is 0.18%, holding 724 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2009-03-04.

DFEQX performance shows a YTD return of 1.61%. The 1-year return is 3.45% and the 5-year return is 2.14%. DFEQX dividend yield stands at 4.68%, paid monthly.

DFEQX top holdings include Treasury Floating Rate Note 5.54% Jan 31, 2026 (3.4%), Caisse Des Depots Et Consignations (1.4%), Intl Bk Recon & Develop 2027-08-19 (1.1%), Inter-american Development Bank (1.1%), NEW ZEALAND 4.5% 05/15/30/NZD/ (1.0%). Go to all DFEQX holdings, DFEQX sectors, or DFEQX dividends.

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