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Dfa U.s. Core Equity 2 Portfolio: (MF: DFQTX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:17 PM ET
$43.74 USD
+0.33 (0.76%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund employs an integrated investment approach by Dimensional Fund Advisors LP, focusing on long-term drivers of expected returns through diversified investment in U.S. equity securities. It targets companies of various sizes, particularly emphasizing smaller capitalization, lower relative price, and higher profitability firms compared to their representation in the U.S. Universe. The fund aims to invest at least 80% of its net assets in U.S. equities and adjusts allocations based on market conditions. It employs a flexible trading strategy to minimize costs and may utilize futures and options to manage market exposure. Additionally, the fund may engage in securities lending to enhance income.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| DFA US Core Equity 2 I | DFQTX | NA | NA | 0.00 | 0.00 | 0.16 | 0.18 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| DFA US Core Equity 2 I | DFQTX | 43.74 | 10/21/2005 | 1.07 | 14.28 | 22.15 | 16.55 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| DFA US Core Equity 2 I | DFQTX | 0 | 0 | 0 | Q |
Contact Information
| Family | Dimensional |
| Address | 6300 Bee Cave Rd, Bldg 1, Palisades W Austin, TX 78746 |
| Phone | 888 576-1167 |