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DUSQX DFA US Large Cap Equity Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Market Cap

The average market capitalization across the DFA US Large Cap Equity Institutional MF is 2T. The market cap for tickers in the group ranges from 632.33B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the DFA US Large Cap Equity Institutional MF was 54%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 3 (-100 ... +100)
View a ticker or compare two or three
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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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DUSQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DUSQX 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 DUSQX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DUSQX
1D Price
Change %
DUSQX100%
-1.27%
FXAIX - DUSQX
95%
Closely correlated
-1.31%
VFFSX - DUSQX
95%
Closely correlated
-1.31%
VSMPX - DUSQX
95%
Closely correlated
-1.30%
VSTSX - DUSQX
95%
Closely correlated
-1.31%
VTSMX - DUSQX
94%
Closely correlated
-1.31%
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