DFA US Large Company Portfolio Inst (DFUSX)
51.25
+0.38
(+0.75%)
USD |
Oct 02 2026
DFUSX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.09% |
| Stock | 99.80% |
| Bond | 0.05% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.06% |
Market Capitalization
As of June 30, 2026
| Large | 80.48% |
| Mid | 15.35% |
| Small | 4.17% |
Region Exposure
| Americas | 97.44% |
|---|---|
|
North America
|
97.37% |
| Canada | 0.02% |
| United States | 97.35% |
|
Latin America
|
0.07% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.10% |
|---|---|
| United Kingdom | 0.45% |
|
Europe Developed
|
1.65% |
| Ireland | 1.24% |
| Netherlands | 0.11% |
| Switzerland | 0.30% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.34% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.34% |
| Singapore | 0.34% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.12% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.41% |
| Materials |
|
1.80% |
| Consumer Discretionary |
|
9.30% |
| Financials |
|
11.54% |
| Real Estate |
|
1.79% |
| Sensitive |
|
58.22% |
| Communication Services |
|
9.50% |
| Energy |
|
2.92% |
| Industrials |
|
8.47% |
| Information Technology |
|
37.32% |
| Defensive |
|
15.19% |
| Consumer Staples |
|
4.32% |
| Health Care |
|
8.72% |
| Utilities |
|
2.15% |
| Not Classified |
|
0.30% |
| Non Classified Equity |
|
0.30% |
As of June 30, 2026
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 | -- |