DFA U.S. Large Cap Equity Portfolio (DUSQX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.00: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA U.S. Large Cap Equity Portfolio (DUSQX) trades at $42.14. DFA U.S. Large Cap Equity Portfolio (DUSQX) is an unmanaged fund that invests primarily in equity securities of large U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DUSQX: DUSQX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA U.S. Large Cap Equity Portfolio (DUSQX) Financial Services Profile
DFA U.S. Large Cap Equity Portfolio (DUSQX) offers investors exposure to large-cap U.S. equities, employing futures and options to manage market exposure. The fund operates within the competitive asset management industry, focusing on efficient portfolio management and tracking the performance of large-cap stocks.
What Is the Investment Thesis for DUSQX?
The DFA U.S. Large Cap Equity Portfolio (DUSQX) presents a straightforward investment thesis centered on providing exposure to the U.S. large-cap equity market. With a market cap of $2.48 billion and a beta of 1.00, the fund aims to mirror the performance of this market segment. The use of futures and options contracts allows for efficient management of market exposure, particularly in response to cash flow fluctuations. Key to the fund's value is its ability to deliver returns consistent with the large-cap market, making it a suitable option for investors seeking broad market exposure. However, the absence of a dividend yield may deter income-focused investors. The fund's success hinges on the continued growth and stability of the U.S. large-cap equity market.
Based on FMP financials and quantitative analysis
DUSQX Key Highlights
Market Cap of $2.48B indicates a substantial asset base, reflecting investor confidence and the fund's ability to manage significant capital.
- Beta of 1.00 suggests the fund's volatility is in line with the overall market, making it a suitable option for investors seeking market-like risk.
- The fund invests at least 80% of its net assets in equity securities of large cap U.S. companies, ensuring a focused approach on this specific market segment.
- The fund uses futures contracts and options on futures contracts for U.S. equity securities and indices, allowing for dynamic market exposure management.
- Absence of dividend yield may be a drawback for income-seeking investors, but aligns with a focus on capital appreciation.
Who Are DUSQX's Competitors?
DUSQX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ARTOX American Century One Choice in Retirement Portfolio Investor Class | $12.86 | +0.31% | $2.28B | — |
| BREIX Baron Real Estate Fd Insti Shs | $37.47 | +0.35% | $2.03B | — |
| CFSIX Touchstone Sands Capital Select Growth Y | $22.10 | +0.27% | $2.39B | — |
| FSUTX Fidelity Select Utilities Growth Portfolio | $119.11 | +0.01% | $1.90B | — |
| GERIX Goldman Sachs Em Mkts Eq Insghts Intl | $14.32 | +1.06% | $2.92B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DUSQX's Key Strengths?
Exposure to the U.S. large-cap equity market.
- Efficient market exposure management through derivatives.
- Systematic and research-driven investment approach.
What Are DUSQX's Weaknesses?
Absence of dividend yield may deter income-focused investors.
- Performance is tied to the overall performance of the large-cap market.
- Reliance on derivatives may introduce additional risks.
What Are the Key Risks for DUSQX?
Economic downturns may negatively impact the performance of the large-cap market.
- Increased competition from other asset management firms.
- Changes in regulations may impact the fund's investment strategies.
What Are DUSQX's Competitive Advantages?
- Established track record in managing large-cap equity portfolios.
- Systematic and research-driven investment approach.
- Efficient market exposure management through the use of derivatives.
What Does DUSQX Do?
The DFA U.S. Large Cap Equity Portfolio (DUSQX) is designed to provide investors with exposure to the U.S. large-cap equity market. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of large-cap U.S. companies. The fund may also use derivatives, such as futures contracts and options on futures contracts, to manage its market exposure based on expected or actual cash inflows and outflows. This strategy allows the fund to efficiently adjust its risk profile and maintain its investment objectives. The fund operates within the asset management industry, focusing on delivering returns that align with the performance of the large-cap equity market. The fund's investment approach emphasizes broad diversification across a wide range of large-cap stocks, aiming to capture the overall performance of this segment of the market. The fund is managed by Dimensional Fund Advisors, a firm known for its systematic and research-driven investment strategies. The fund's investment process is designed to be transparent and repeatable, providing investors with a consistent and reliable investment experience. The fund's objective is to provide long-term capital appreciation by investing in a diversified portfolio of large-cap U.S. equities.
What Products and Services Does DUSQX Offer?
- Invests primarily in equity securities of large-cap U.S. companies.
- Aims to provide exposure to the U.S. large-cap equity market.
- Utilizes futures contracts and options on futures contracts to adjust market exposure.
- Manages market exposure based on actual or expected cash inflows and outflows.
- Seeks to provide long-term capital appreciation.
- Operates within the asset management industry.
How Does DUSQX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Employs a systematic and research-driven investment approach.
- Focuses on broad diversification across a wide range of large-cap stocks.
What Industry Does DUSQX Operate In?
The DFA U.S. Large Cap Equity Portfolio (DUSQX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. DUSQX competes with other large-cap equity funds, including ARTOX, BREIX, CFSIX, FSUTX, and GERIX. These funds offer similar exposure to the U.S. large-cap market, but may differ in their investment strategies, expense ratios, and performance. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from institutional investors and high-net-worth individuals.
Who Are DUSQX's Key Customers?
- Individual investors seeking exposure to the U.S. large-cap equity market.
- Institutional investors looking for a diversified investment strategy.
- Financial advisors seeking to provide clients with access to the large-cap market.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -1.1%.
DUSQX Financials
Bull Case vs Bear Case
Bull Case
- Exposure to the U.S. large-cap equity market.
- Efficient market exposure management through derivatives.
- Systematic and research-driven investment approach.
- Ongoing: Potential for increased AUM due to growing investor interest in large-cap equities.
Bear Case
- Absence of dividend yield may deter income-focused investors.
- Performance is tied to the overall performance of the large-cap market.
- Reliance on derivatives may introduce additional risks.
- Potential: Economic downturns may negatively impact the performance of the large-cap market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DUSQX Latest News
No recent news available for DUSQX.
DUSQX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DUSQX.
Price Targets
Wall Street price target analysis for DUSQX.
DUSQX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DUSQX; grades run from A+ (80-100) to F (below 30).
DFA U.S. Large Cap Equity Portfolio Financials Stock: Key Questions Answered
What does DFA U.S. Large Cap Equity Portfolio do?
The DFA U.S. Large Cap Equity Portfolio (DUSQX) is an investment fund focused on providing investors with exposure to the U.S. large-cap equity market. The fund invests at least 80% of its net assets in equity securities of large-cap U.S. companies.
What are the main risks for DUSQX?
The main risks for DUSQX include market risk, which is the risk that the overall stock market will decline, negatively impacting the fund's performance. Additionally, the fund is subject to the risk of using derivatives, which can amplify both gains and losses.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.