DFA US Large Company Portfolio

DFA US Large Company Portfolio (DFUSX) is an institutional mutual fund managed by Dimensional Fund Advisors LP (DFA), headquartered in Austin, Texas, and listed on NASDAQ with approximately $14.75 billion in assets under management. The fund seeks to approximate the total investment return of the S&P 500® Index by investing at least 95% of its net assets in the stocks that comprise the index, weighted in approximately the same proportions as the benchmark. Classified in the Morningstar Large Blend category, the fund holds roughly 500 large-cap U.S. equities with top holdings including NVIDIA, Microsoft, Apple, Amazon, and Meta Platforms, and maintains a very low net expense ratio of 0.08%. The fund may also utilize futures and options contracts on U.S. equity securities and indices to manage cash flow-related equity market exposure, and has delivered an average annual return of approximately 8.31% since its inception on September 23, 1999.