Morningstar

DFA World ex U.S. Core Equity Portfolio Institutional Class Shares DFWIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $18.50  /  +1.04 %
  • Fund Size $5.4B
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.13%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis DFWIX

Will DFWIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA World ex US Core Equity Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFWIX

More DFWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

2.26 128M
Technology

Samsung Electronics Co Ltd

1.47 83M
Technology

Future on E-mini S&P 500 Futures

1.21 69M
—

SK hynix Inc

0.88 49M
Technology

Usd

0.87 49M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd ADR

0.76 43M
Technology

ASML Holding NV ADR

0.66 37M
Technology

TotalEnergies SE

0.53 30M
Energy

Shell PLC ADR (Representing - Ordinary Shares)

0.46 26M
Energy

Royal Bank of Canada

0.45 25M
Financial Services

Sponsor Center