DFA US Large Cap Equity Portfolio Inst (DUSQX)
37.20
-0.14
(-0.37%)
USD |
Dec 15 2025
DUSQX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.05% |
| Stock | 99.73% |
| Bond | 0.15% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.07% |
Market Capitalization
As of September 30, 2025
| Large | 71.22% |
| Mid | 21.65% |
| Small | 7.13% |
Region Exposure
| Americas | 97.03% |
|---|---|
|
North America
|
96.88% |
| Canada | 0.07% |
| United States | 96.81% |
|
Latin America
|
0.15% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.66% |
|---|---|
| United Kingdom | 0.56% |
|
Europe Developed
|
2.10% |
| Ireland | 1.49% |
| Netherlands | 0.20% |
| Switzerland | 0.31% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.17% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.01% |
| Australia | 0.01% |
|
Asia Developed
|
0.15% |
| Singapore | 0.15% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.14% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.63% |
| Materials |
|
2.28% |
| Consumer Discretionary |
|
10.00% |
| Financials |
|
13.24% |
| Real Estate |
|
0.11% |
| Sensitive |
|
56.47% |
| Communication Services |
|
10.45% |
| Energy |
|
3.82% |
| Industrials |
|
9.29% |
| Information Technology |
|
32.91% |
| Defensive |
|
17.19% |
| Consumer Staples |
|
5.39% |
| Health Care |
|
8.52% |
| Utilities |
|
3.28% |
| Not Classified |
|
0.70% |
| Non Classified Equity |
|
0.12% |
| Not Classified - Non Equity |
|
0.59% |
As of September 30, 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 | -- |