DFA US Large Company Portfolio Inst (DFUSX)
45.57
+0.05
(+0.11%)
USD |
Dec 04 2025
DFUSX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 99.81% |
| Bond | 0.06% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.11% |
Market Capitalization
As of August 31, 2025
| Large | 81.30% |
| Mid | 15.02% |
| Small | 3.68% |
Region Exposure
| Americas | 97.41% |
|---|---|
|
North America
|
97.32% |
| Canada | 0.04% |
| United States | 97.28% |
|
Latin America
|
0.09% |
As of August 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.39% |
|---|---|
| United Kingdom | 0.53% |
|
Europe Developed
|
1.86% |
| Ireland | 1.43% |
| Netherlands | 0.11% |
| Switzerland | 0.32% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.06% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.06% |
| Singapore | 0.06% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.14% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.30% |
| Materials |
|
1.88% |
| Consumer Discretionary |
|
10.65% |
| Financials |
|
13.84% |
| Real Estate |
|
1.92% |
| Sensitive |
|
54.71% |
| Communication Services |
|
9.96% |
| Energy |
|
3.02% |
| Industrials |
|
8.08% |
| Information Technology |
|
33.66% |
| Defensive |
|
16.40% |
| Consumer Staples |
|
5.01% |
| Health Care |
|
9.04% |
| Utilities |
|
2.35% |
| Not Classified |
|
0.59% |
| Non Classified Equity |
|
0.07% |
| Not Classified - Non Equity |
|
0.52% |
As of August 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |