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DFQTX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
32.24B

DFQTX DFA US Core Equity 2 I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Broadcom (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM).

Industry description

The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Market Cap

The average market capitalization across the DFA US Core Equity 2 I MF is 1.12T. The market cap for tickers in the group ranges from 416B to 3.06T. MSFT holds the highest valuation in this group at 3.06T. The lowest valued company is XOM at 416B.

Volume

The average weekly volume growth across all stocks in the DFA US Core Equity 2 I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 36
Price Growth Rating: 28
SMR Rating: 33
Profit Risk Rating: 23
Seasonality Score: -57 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DFQTX and

Correlation & Price change

A.I.dvisor indicates that over the last year, DFQTX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFQTX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFQTX
1D Price
Change %
DFQTX100%
+1.64%
FXAIX - DFQTX
95%
Closely correlated
+2.12%
VSTSX - DFQTX
92%
Closely correlated
+1.99%
VTSMX - DFQTX
92%
Closely correlated
+1.99%
VSMPX - DFQTX
92%
Closely correlated
+2.00%
VTSAX - DFQTX
91%
Closely correlated
+2.00%
More