DFA US Large Cap Equity Portfolio Inst (DUSQX)
37.99
+0.11
(+0.29%)
USD |
Jan 15 2026
DUSQX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.10% |
| Stock | 99.66% |
| Bond | 0.21% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.04% |
Market Capitalization
As of October 31, 2025
| Large | 71.22% |
| Mid | 21.52% |
| Small | 7.25% |
Region Exposure
| Americas | 97.15% |
|---|---|
|
North America
|
97.01% |
| Canada | 0.06% |
| United States | 96.95% |
|
Latin America
|
0.14% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.56% |
|---|---|
| United Kingdom | 0.51% |
|
Europe Developed
|
2.05% |
| Ireland | 1.48% |
| Netherlands | 0.18% |
| Switzerland | 0.30% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.18% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.01% |
| Australia | 0.01% |
|
Asia Developed
|
0.16% |
| Singapore | 0.16% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.10% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.85% |
| Materials |
|
2.16% |
| Consumer Discretionary |
|
10.11% |
| Financials |
|
12.47% |
| Real Estate |
|
0.11% |
| Sensitive |
|
57.10% |
| Communication Services |
|
10.26% |
| Energy |
|
3.65% |
| Industrials |
|
9.26% |
| Information Technology |
|
33.93% |
| Defensive |
|
16.87% |
| Consumer Staples |
|
5.04% |
| Health Care |
|
8.57% |
| Utilities |
|
3.26% |
| Not Classified |
|
1.17% |
| Non Classified Equity |
|
0.28% |
| Not Classified - Non Equity |
|
0.89% |
As of October 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 | -- |