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DFUSX
Mutual Fund ticker: NASDAQ
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DFA US Large Company I (DFUSX) Ownership - Who owns DFA US Large Company I?

The investment seeks to approximate the total investment return of the S&P 500® Index... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.08
Min. Initial Investment
N/A
Fund Existence
over 25 years
Turnover
3.00
Front Load
N/A
Net Assets
11830493000.00
Manager Tenure
N/A

Fundamentals

DFUSX
Net Assets
11.8B
Fund Existence
over 25 years
Turnover
3.00
Total Expense Ratio
0.08
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.09
Assets in Top Ten Holdings
3.72B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
11.8B
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.06
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
508.00
Number of Net Holdings
508.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.04%
Gain YTD
-3.303
Annual Yield % from dividends
1.30
Returns for 1 year
10.13
Returns for 3 years
18.83
Returns for 5 years
105.48
Returns for 10 years
140.64
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com