Nasdaq - Delayed Quote USD
DFA US Core Equity 2 I (DFQTX)
As of 8:06 AM EST. Market Open.
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Protected Investors of America
- Comerica Bank
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Institutional FundsNetwork
- DATALynx
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Scottrade TF
- Standard Retirement Services, Inc.
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Nationwide Retirement Clear Adva
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- WFA Fdntl Choice/PIM Updated 8.7.24
- ADP Access Open Fund Architecture
- ADP Access Tier 0
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Nationwide Retirement Flexible Advantage
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 0
- ADP Advisor Access Tier 0
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund 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. 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.
Fund Overview
| Category | Large Blend |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 33.74B |
| YTD Return | 18.07% |
| Yield | 1.17% |
| Morningstar Rating | |
| Inception Date | Sep 15, 2005 |
Performance & Risk
| YTD Return | 19.90% |
| 5y Average Return | 14.32% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
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