U.S. Large Company PortfolioDFUSX

MUTUAL FUNDDimensional
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$14.1B
Expense ratio
0.08%
1-year return
+20.3%
3 years, a year
+21.0%
5 years, a year
+12.7%
Holdings
510

What it aims to do.

The U.S. Large Company Portfolio (the Portfolio) seeks, as its investment objective, to approximate the total investment return of the S&P 500 Index.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.83%
AAPL Apple Inc6.43%
MSFT Microsoft Corp4.89%
AMZN Amazon.com Inc4.18%
GOOGL Alphabet Inc3.62%
AVGO Broadcom Inc3.20%
GOOG Alphabet Inc2.88%
META Meta Platforms Inc2.16%
TSLA Tesla Inc1.73%
BRK-B Berkshire Hathaway Inc1.40%

More on DFUSX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.