DFA US Large Company Portfolio Inst (DFUSX)
49.08
-0.15
(-0.30%)
USD |
Jun 09 2026
DFUSX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.03% |
| Stock | 99.86% |
| Bond | 0.02% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.08% |
Market Capitalization
As of February 28, 2026
| Large | 81.06% |
| Mid | 15.03% |
| Small | 3.91% |
Region Exposure
| Americas | 97.31% |
|---|---|
|
North America
|
97.23% |
| Canada | 0.03% |
| United States | 97.19% |
|
Latin America
|
0.08% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.43% |
|---|---|
| United Kingdom | 0.51% |
|
Europe Developed
|
1.93% |
| Ireland | 1.49% |
| Netherlands | 0.10% |
| Switzerland | 0.35% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.15% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.15% |
| Singapore | 0.15% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.11% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.53% |
| Materials |
|
2.13% |
| Consumer Discretionary |
|
10.06% |
| Financials |
|
12.41% |
| Real Estate |
|
1.94% |
| Sensitive |
|
55.21% |
| Communication Services |
|
10.45% |
| Energy |
|
3.45% |
| Industrials |
|
8.95% |
| Information Technology |
|
32.36% |
| Defensive |
|
17.44% |
| Consumer Staples |
|
5.21% |
| Health Care |
|
9.76% |
| Utilities |
|
2.47% |
| Not Classified |
|
0.82% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
0.78% |
As of February 28, 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 | -- |