DFA U.S. Core Equity 1 Portfolio (DFEOX) Research

This fund primarily allocates capital across a broad and diverse array of U.S. equities. While encompassing companies of all sizes, it deliberately emphasizes smaller-capitalization, value-oriented, and highly profitable firms. This means it holds a greater proportion of these specific types of companies than their typical representation within the broader U.S. equity market. The Advisor conceives of this "U.S. Universe" as a market-capitalization-weighted collection of operational American businesses, listed on U.S. stock exchanges, with the final determination of appropriate constituents resting with the Advisor.

Market snapshot

Symbol
DFEOX
Price
$55.19
Day change
+0.90%
Market cap
$41.8B
52-week range
43.69-55.57
Sector
Financial Services
Industry
Asset Management

Peer companies

  • DFA Emerging Markets Core Equity Portfolio (DFCEX)
  • DFA International Core Equity Portfolio (DFIEX)
  • DFA U.S. Core Equity 2 Portfolio (DFQTX)
  • Strategic Advisers Fidelity Em Mkts (FGOMX)
  • Franklin DynaTech A (FKDNX)
  • Fidelity OTC Portfolio (FOCPX)
  • MFS Growth R6 (MFEKX)
  • Principal MidCap A (PEMGX)

Open DFA U.S. Core Equity 1 Portfolio (DFEOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.