DFESX Mutual Fund

DFESX Mutual Fund (DFA Emerging Markets Social Core Equity Portfolio) is managed by Dimensional with $2.16B in net assets. DFESX expense ratio is 0.44%, holding 6131 positions across sectors including Communication Services, Financials, Consumer Discretionary. Inception date: 2006-08-31.

DFESX performance shows a YTD return of 16.47%. The 1-year return is 30.88% and the 5-year return is 8.39%. DFESX dividend yield stands at 2.38%, paid quarterly.

DFESX top holdings include Samsung Electronics (Equity) (4.1%), Sk Hynix Inc (3.1%), Tencent Holdings Ltd Ordinary Shares (2.4%), Alibaba Group Holding Limited Ordinary Shares (1.9%), Dfa Short Term Investment Fund (1.1%). Go to all DFESX holdings, DFESX sectors, or DFESX dividends.

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