DFQTX Mutual Fund

DFQTX Mutual Fund (DFA US Core Equity 2 Portfolio) is managed by Dimensional with $40.16B in net assets. DFQTX expense ratio is 0.18%, holding 2505 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-09-15.

DFQTX performance shows a YTD return of 11.80%. The 1-year return is 21.79% and the 5-year return is 11.97%. DFQTX dividend yield stands at 0.99%, paid quarterly.

DFQTX top holdings include Nvidia Corp. (5.8%), Apple, Inc (4.8%), Microsoft Corp (4.1%), Alphabet Inc. C (2.4%), Meta Platforms, Inc. (2.3%). Go to all DFQTX holdings, DFQTX sectors, or DFQTX dividends.

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