DFUEX DFA US Social Core Equity 2 Portfolio Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM).

The investment seeks long-term capital appreciation. The Portfolio purchases a broad and diverse group of equity 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, while excluding companies based on the Portfolio’s social issue screens. It will invest at least 80% of its net assets in equity securities of U.S. companies.

The average market capitalization across the DFA US Social Core Equity 2 Portfolio MF is 1.75T. The market cap for tickers in the group ranges from 573.02B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is JPM at 573.02B.

The average weekly volume growth across all stocks in the DFA US Social Core Equity 2 Portfolio MF was -22%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -37%