Dfa Social Core Fund Quote
| DFUEX Fund | USD 29.08 0.37 1.29% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Dfa Us is trading at 29.08 as of the 4th of January 2025; that is 1.29% increase since the beginning of the trading day. The fund's open price was 28.71. Dfa Us has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of December 2024 and ending today, the 4th of January 2025. Click here to learn more.
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. More on Dfa Social Core
Moving against Dfa Mutual Fund
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
Dfa Social Core [DFUEX] is traded in USA and was established 4th of January 2025. Dfa Us is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 1.24 B in assets under management (AUM) with no minimum investment requirementsDfa Social Core is currently producing year-to-date (YTD) return of 23.61% with the current yeild of 0.01%, while the total return for the last 3 years was 8.37%.
Check Dfa Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dfa Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dfa Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dfa Social Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dfa Social Core Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Dfa Us Top Holders
| DGBEX | Dfa Global Social | Mutual Fund | World Large-Stock Blend |
Dfa Social Core Risk Profiles
| Mean Deviation | 0.6168 | |||
| Semi Deviation | 0.8273 | |||
| Standard Deviation | 0.8989 | |||
| Variance | 0.808 |
Dfa Us Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Us financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Us security.
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