As of the latest SEC filings, DFA US LARGE COMPANY PORTFOLIO (DFUSX) is held by 23 institutional funds. The largest fund shareholder is LVIP Dimensional U.S. Equity Managed Volatility Fund (N/A), holding an estimated $322,945,399.31 in market value, representing 38.63% of its portfolio.
Funds holding DFA US LARGE COMPANY PORTFOLIO (DFUSX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFUSX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
LVIP Dimensional U.S. Equity Managed Volatility Fund
|
ETF | Independent / Boutique | 38.63% | $322,945,399.31 | 7,456,601 | Mar 31, 2026 | May 18, 2026 |
|
FMUEX
Free Market U.S. Equity Fund
|
MF | Independent / Boutique | 5.53% | $290,596,405.23 | 6,358,783 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Dimensional VA Equity Allocation Portfolio
|
ETF | Dimensional Fund Advisors | 22.64% | $68,758,104.63 | 1,436,951 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIJX
DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 31.31% | $65,376,103.29 | 1,366,272 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIIX
DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 26.86% | $63,424,792.25 | 1,325,492 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIKX
DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 33.56% | $50,521,105.76 | 1,055,822 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIHX
DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 22.37% | $45,372,757.51 | 948,229 | Apr 30, 2026 | Jun 24, 2026 |
|
DRILX
DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 33.54% | $43,522,348.24 | 909,558 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIGX
DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 17.31% | $33,965,018.35 | 709,823 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIWX
DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 12.66% | $19,493,171.85 | 407,381 | Apr 30, 2026 | Jun 24, 2026 |
|
DTDRX
Dimensional 2065 Target Date Retirement Income Fund
|
MF | Dimensional Fund Advisors | 33.43% | $16,963,598.30 | 354,516 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIUX
DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 8.87% | $9,917,021.02 | 207,252 | Apr 30, 2026 | Jun 24, 2026 |
|
DRIRX
DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 9.01% | $5,083,584.29 | 106,240 | Apr 30, 2026 | Jun 24, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 1.79% | $4,182,036.73 | 96,561 | Mar 31, 2026 | May 26, 2026 |
|
FMVUX
Matson Money U.S. Equity VI Portfolio
|
MF | Independent / Boutique | 13.67% | $4,170,346.24 | 91,255 | Feb 28, 2026 | Apr 28, 2026 |
|
TDIFX
DIMENSIONAL RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 7.12% | $4,160,132.69 | 86,941 | Apr 30, 2026 | Jun 24, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 1.59% | $3,996,366.41 | 92,274 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.36% | $1,972,353.08 | 45,540 | Mar 31, 2026 | May 26, 2026 |
|
DRIQX
DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND
|
MF | Dimensional Fund Advisors | 8.44% | $1,823,606.80 | 38,111 | Apr 30, 2026 | Jun 24, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.74% | $354,830.08 | 8,193 | Mar 31, 2026 | May 26, 2026 |
|
DFARX
Dimensional 2070 Target Date Retirement Income Fund
|
MF | Dimensional Fund Advisors | 32.93% | $335,814.41 | 7,018 | Apr 30, 2026 | Jun 24, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.02% | $329,338.85 | 7,604 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.36% | $78,127.69 | 1,804 | Mar 31, 2026 | May 26, 2026 |
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