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How is DFA U.S. Core Equity 2 Portfolio Institutional Fund (DFQTX) Performing?

DFA U.S. Core Equity 2 Portfolio Institutional (DFQTX) a Zacks Ranked #1 (Strong Buy) was incepted in September 2005. The objective of TRBCX is to provide long-term capital growth. DFQTX primarily focuses on acquiring securities of small-cap companies from a wide range of sectors. DFQTX invests in securities of companies that are believed to be undervalued.

This Small Value product, as of the last filing, allocates their fund in six major groups; Large Value, Small Growth, Foreign Bond, Small Value, Large Growth and Precious Metal. Further, as of the last filing, Exxon Mobil Corporation, Apple Inc and Microsoft Corp were the top holdings for DFQTX.

DFA U.S. Core Equity 2 Portfolio Institutional, managed by Dimensional, carries an expense ratio of 0.22%. Moreover, DFQTX requires a minimal initial investment of $0.

DFQTX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 9.7% and 5 year 9.7%. To see how this fund performed compared in its category, please click here.

DFQTX’s performance, as of the last filing, when compared to funds in its category was in the top 50% in 1 year, top 43% over the past 3 years, and in the 37% over the past 5 years.

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