Stock Scorer
DUHP

DFA Investment Dimensions Group Inc.

1 year +14.4%
Assets$12.83BDimensional Fund Advisors
Fee0.21%a year
Yield0.9%
This year+12.3%
5 years+0.0%a year on average
Components158top 10: 45%

Returns

This year +12.3% 1 year +14.4% 3 years, yearly +18.1% 5 years, yearly +0.0% 10 years, yearly +0.0%

The fund's own total return. Volatility 10.9% over one year, 11.9% over three; Sharpe ratio over three years 1.01.

Sectors

Technology39.0%
Industrials13.7%
Healthcare12.7%
Financial Services9.6%
Consumer Cyclicals8.1%
Consumer Defensive6.6%
Communication Services5.8%
Energy2.1%
Utilities0.8%
Basic Materials0.7%

Regions

North America100.0%

Asset classes

Stock US100.0%

About the fund

Issuer
Dimensional Fund Advisors
Since
2022-02-23
Listed on
NYSE ARCA
ISIN
US25434V8312
Turnover
0% a year

The Portfolio is designed to purchase a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability relative to other U.S. large cap companies at the time of purchase. An equity issuer is considered to have high profitability because it has high earnings or profitsfrom operations in relation to its book value or assets.

From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.