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Dfa U.s. Core Equity 2 Portfolio: (MF: DFQTX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:38 PM ET

$43.06 USD

-0.64 (-1.46%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.54 36
3 months 4.07 35
6 months 8.88 28
1 Year 18.54 23
3 Year 18.91 40
5 Year 12.94 20
10 Year 14.42 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.27
Bull Market (2/09 - 3/21) 1,110.34

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.98
5 Year 13.37
10 Year 13.39
Since Inception 10.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.23 9.40 7.92 2.57
2024 10.00 1.53 6.54 1.06
2023 5.21 6.86 -2.90 11.61
2022 -4.37 -14.74 -4.34 9.97
2021 10.51 6.53 -0.51 9.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5415.9820.2621.85-14.2428.4915.7029.37-9.5918.9216.57
% Total Return Rel to Index 1.23-2.23-4.75-4.393.96-0.18-2.69-2.11-5.20-2.874.63
% Total Return Rel to Peer 1.163.270.87-1.145.456.44-4.210.95-2.73-1.758.75
% Perf Quintile vs Peer* 2.002.000.003.002.002.003.003.004.004.001.00
% Dividends 0.000.460.440.430.400.360.340.320.310.340.30
% Yield 0.001.021.111.391.421.021.251.311.581.521.55
Capital Gains ($) 0.000.000.000.130.791.200.000.500.230.200.12
Expense Ratio 0.000.180.180.190.180.190.210.220.220.220.22

* 1 = Top 20%, 5 = Bottom 20%