Back to top

DFA Tax-Managed US Equity Fund (DTMEX) in Focus

Read MoreHide Full Article

DFA Tax-Managed US Equity (DTMEX - Free Report) a Zacks Rank #1 (Strong Buy) invests in a broad and diverse group of the common stocks of companies traded on a principal U.S. exchange or on the over-the-counter market.

This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Value. Further, as of the last filing, APPLE INC, ALPHABET INC and MICROSOFT CORP were the top holdings for DTMEX.

The DFA Tax-Managed US Equity fund, managed by Dimensional, carries an expense ratio of 0.22%.

DTMEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 12.68%, 3 year 8.23% and 5 year 14.56%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

DTMEX’s performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 11% over the past 3 years, and in the 16% over the past 5 years.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


In-Depth Zacks Research for the Tickers Above


Normally $25 each - click below to receive one report FREE:


DFA Tax-Managed US Equity (DTMEX) - free report >>

Published in