DFA US Large Cap Equity Portfolio Inst (DUSQX)
42.38
+0.24
(+0.57%)
USD |
Sep 25 2026
DUSQX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.98% |
| Stock | 98.52% |
| Bond | 1.23% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -1.73% |
Market Capitalization
As of June 30, 2026
| Large | 71.26% |
| Mid | 21.72% |
| Small | 7.02% |
Region Exposure
| Americas | 97.23% |
|---|---|
|
North America
|
97.05% |
| United States | 97.05% |
|
Latin America
|
0.18% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.44% |
|---|---|
| United Kingdom | 0.65% |
|
Europe Developed
|
1.79% |
| Ireland | 1.32% |
| Netherlands | 0.20% |
| Switzerland | 0.26% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.58% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.01% |
| Australia | 0.01% |
|
Asia Developed
|
0.57% |
| Singapore | 0.57% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.25% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.68% |
| Materials |
|
2.40% |
| Consumer Discretionary |
|
9.02% |
| Financials |
|
11.17% |
| Real Estate |
|
0.09% |
| Sensitive |
|
55.66% |
| Communication Services |
|
8.11% |
| Energy |
|
3.96% |
| Industrials |
|
10.01% |
| Information Technology |
|
33.58% |
| Defensive |
|
16.13% |
| Consumer Staples |
|
4.73% |
| Health Care |
|
8.49% |
| Utilities |
|
2.91% |
| Not Classified |
|
0.38% |
| Non Classified Equity |
|
0.38% |
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 | -- |