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Dfa Tax Managed U.s. Equity Portfolio (DTMEX)

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DFA Tax-Managed US Eq historical data, for real-time data please try another search

46.59 +0.14 +0.30%

11/06 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 5.44B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DTMEX Overview

Find basic information about the Dfa Tax Managed U.s. Equity Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DTMEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0%

Prev. Close46.45

Risk Rating

TTM Yield1.18%

ROE25.65%

IssuerDimensional Fund Advisors

Turnover2%

ROA8.40%

Inception Date37159

Total Assets5.44B

Expenses0.22%

Min. InvestmentN/A

Market Cap137.68B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1122	1098	1433	1635	2222	3758
Fund Return	12.22%	9.79%	43.26%	17.81%	17.31%	14.16%
Place in category	954	1073	364	361	166	139
% in Category	63	70	29	32	17	22

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	33.71B	11.59	9.74	6.01
DFA US Core Equity 1 I	34.83B	-5.64	10.68	11.03
DFA US Core Equity 2 I	32.86B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	28.78B	1.73	5.09	4.12
DFA US Large Cap Value I	23.67B	-2.51	7.13	8.12

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	705.13B	-5.46	11.33	11.64
Fidelity 500 Index Institutional Pr	593.97B	-4.92	12.17	12.31
Vanguard 500 Index Admiral	528.46B	-4.94	12.13	12.28
Vanguard Total Stock Market Admiral	377.59B	-5.47	11.31	11.61
Vanguard 500 Index Institutional Se	194.93B	-4.92	12.16	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple Inc	-	5.87	-	-
Microsoft Corp	-	4.65	-	-
Amazon.com Inc	-	3.91	-	-
Facebook Inc A	-	2.00	-	-
Alphabet Inc Class C	-	1.85	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Tax-Managed U.	46.59	+0.14	+0.30%