DFUEX Mutual Fund
DFUEX Mutual Fund
DFUEX Mutual Fund
DFA US Social Core Equity 2 Portfolio
DFUEX Mutual Fund Overview
DFUEX Mutual Fund (DFA US Social Core Equity 2 Portfolio) is managed by Dimensional with $2.59B in net assets. DFUEX expense ratio is 0.22%, holding 2115 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-10-01.
DFUEX performance shows a YTD return of 12.36%. The 1-year return is 21.58% and the 5-year return is 12.00%. DFUEX dividend yield stands at 0.76%, paid quarterly.
DFUEX top holdings include Nvidia Corp. (6.8%), Apple, Inc (5.2%), Microsoft Corp (4.5%), Amazon.Com Inc (3.1%), Meta Platforms, Inc. (2.9%). Go to all DFUEX holdings, DFUEX sectors, or DFUEX dividends.
DFUEX can be compared against other funds. Use DFUEX overlap to find shared positions, or DFUEX vs another fund for a side-by-side view. DFUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.