DFUSX – DFA US Large Company I Investment Strategy | Morningstar

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Strategy

The investment seeks to approximate the total investment return of the S&P 500® Index. The fund generally invests in the stocks that comprise the S&P 500® Index in approximately the proportions they are represented in the S&P 500® Index. Under normal market conditions, at least 95% of the fund's net assets will be invested in the stocks that comprise the S&P 500® Index. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DLCU	U.S. Large Company Portfolio ETF	ETF	Open			Aug 4, 2026	$3.74M	0.060%	—	—	—
DFUSX	DFA U.S. Large Company Portfolio	Institutional	Open			Sep 23, 1999	$14.57B	0.060%	Low	$0	−$1.01B

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