Investments

Explore our Funds

92 funds shown
As of 05/02/2025
Annualized Returns as of 04/30/2025
Fund Costs
Portfolio Name
Fund Code
Inception Date
NAV
1 Yr
3 Yr
5 Yr
10 Yr
Since Inception
Management Expense Ratio
DFA255
06/23/2004
$29.3593
12.94%
7.34%
15.19%
6.69%
6.64%
1.32%
DFA256
06/23/2004
$29.8310
14.21%
8.55%
16.49%
7.88%
7.82%
0.21%
DFA257
06/18/2004
$30.1998
14.44%
8.77%
16.74%
8.17%
8.17%
0.01%
DFA599
07/11/2011
$15.5718
12.99%
7.87%
17.59%
6.93%
5.09%
1.45%
DFA600
07/11/2011
$15.6337
14.27%
9.10%
18.93%
8.15%
6.27%
0.32%
DFA601
09/08/2011
$16.5785
14.62%
9.44%
19.31%
8.52%
7.18%
0.01%
DFA292
06/06/2005
$44.0209
7.02%
10.90%
13.39%
10.15%
8.02%
1.31%
DFA682
07/09/2012
$31.8809
6.86%
8.33%
13.61%
8.69%
10.66%
1.31%
DFA293
06/06/2005
$44.7031
8.21%
12.15%
14.65%
11.38%
9.21%
0.21%
DFA683
07/09/2012
$32.3749
8.06%
9.54%
14.87%
9.90%
11.89%
0.21%
DFA381
12/21/2007
$45.5116
8.42%
12.37%
14.91%
11.66%
10.87%
0.01%
DFA684
07/09/2012
$32.9604
8.27%
9.76%
15.13%
10.17%
12.20%
0.01%
DFA444
01/26/2009
$50.7744
5.46%
7.08%
12.41%
7.67%
10.91%
1.29%
DFA445
01/23/2009
$51.0629
6.61%
8.18%
13.60%
8.82%
12.12%
0.21%
DFA503
05/20/2010
$39.8171
6.83%
8.51%
13.91%
9.13%
11.39%
0.01%
DFA222
10/29/2003
$41.9231
1.62%
8.21%
12.63%
7.88%
7.17%
1.43%
DFA685
07/09/2012
$30.3615
1.48%
5.70%
12.84%
6.45%
8.98%
1.43%
DFA223
10/27/2003
$43.1251
2.77%
9.44%
13.90%
9.11%
8.38%
0.31%
DFA686
07/09/2012
$31.2321
2.62%
6.89%
14.13%
7.67%
10.23%
0.31%
DFA608
09/08/2011
$47.0100
3.08%
9.77%
14.27%
9.48%
13.81%
0.01%
DFA687
07/09/2012
$34.0456
2.93%
7.22%
14.48%
8.03%
10.61%
0.01%
DFA491
02/08/2010
$32.9657
0.10%
4.43%
11.55%
5.34%
8.40%
1.44%
DFA492
01/19/2010
$31.2373
1.24%
5.61%
12.80%
6.54%
9.03%
0.31%
DFA632
02/13/2012
$26.3578
1.55%
5.95%
13.17%
6.91%
9.31%
0.01%
DFA606
09/07/2011
$26.4542
8.17%
7.78%
12.83%
6.81%
8.46%
1.39%
DFA689
07/09/2012
$19.1587
8.02%
5.28%
13.04%
5.39%
6.30%
1.39%
DFA607
09/07/2011
$26.7022
9.37%
8.98%
14.08%
8.00%
9.67%
0.29%
DFA690
07/09/2012
$19.3383
9.22%
6.45%
14.30%
6.57%
7.50%
0.29%
DFA688
09/18/2013
$21.3126
9.66%
9.28%
14.39%
8.36%
9.19%
0.03%
DFA691
09/18/2013
$15.4350
9.50%
6.74%
14.63%
6.93%
6.42%
0.03%
DFA1233
10/16/2020
$14.8738
9.57%
10.70%
9.39%
1.45%
DFA1236
11/03/2020
$14.4045
7.10%
7.88%
9.17%
1.46%
DFA1245
08/09/2023
$10.7719
9.41%
10.68%
1.45%
DFA1234
10/15/2020
$14.9723
10.81%
11.94%
10.47%
0.34%
DFA1237
10/15/2020
$14.2197
8.30%
9.07%
9.63%
0.35%
DFA1246
03/01/2021
$10.8432
10.65%
9.34%
5.95%
0.34%
DFA1235
10/15/2020
$14.9888
11.09%
12.22%
10.75%
0.08%
DFA1247
07/12/2022
$10.8552
10.93%
13.56%
0.08%
DFA294
06/06/2005
$18.4563
9.40%
9.27%
9.30%
5.02%
4.58%
1.46%
DFA295
06/06/2005
$18.9248
10.63%
10.49%
10.52%
6.19%
5.74%
0.35%
DFA382
12/21/2007
$15.7023
10.97%
10.84%
10.88%
6.59%
5.59%
0.04%
DFA446
01/26/2009
$25.6421
5.21%
7.83%
10.79%
4.83%
7.83%
1.42%
DFA447
01/23/2009
$26.1281
6.34%
9.01%
12.00%
5.99%
9.15%
0.35%
DFA609
09/08/2011
$21.3754
6.67%
9.35%
12.38%
6.39%
8.87%
0.04%
DFA226
10/29/2003
$21.6942
9.01%
9.67%
10.27%
5.03%
5.14%
1.60%
DFA227
10/27/2003
$22.5399
10.25%
10.92%
11.53%
6.24%
6.33%
0.47%
DFA495
05/04/2010
$20.8068
10.70%
11.38%
12.03%
6.75%
8.08%
0.07%
DFA511
07/23/2010
$19.8131
4.84%
8.17%
11.68%
4.97%
6.35%
1.61%
DFA512
07/23/2010
$20.2537
6.04%
9.41%
12.96%
6.14%
7.58%
0.48%
DFA610
02/13/2012
$20.1340
6.47%
9.87%
13.47%
6.66%
8.76%
0.07%
DFA921
11/21/2019
$14.0655
5.91%
7.92%
11.51%
7.13%
1.44%
DFA925
02/18/2022
$10.1865
1.44%
DFA922
11/21/2019
$14.1659
7.10%
9.15%
12.77%
8.33%
0.31%
DFA926
04/03/2020
$10.2592
6.95%
6.61%
13.00%
16.36%
0.31%
DFA923
11/21/2019
$14.2092
7.39%
9.47%
13.13%
8.68%
0.04%
DFA927
09/09/2021
$10.2906
7.24%
6.92%
3.60%
0.04%
DFA390
01/11/2008
$16.3042
13.54%
-0.44%
4.33%
3.67%
5.02%
1.42%
DFA391
01/10/2008
$16.2288
14.83%
0.68%
5.50%
4.84%
6.16%
0.31%
DFA392
01/08/2008
$16.0716
15.15%
0.97%
5.83%
5.20%
6.50%
0.03%
DFA230
11/10/2003
$8.8864
2.75%
1.72%
-0.68%
-0.06%
1.43%
1.36%
DFA231
10/27/2003
$9.0894
3.90%
2.86%
0.43%
1.07%
2.51%
0.25%
DFA472
08/18/2009
$9.3977
4.15%
3.12%
0.70%
1.36%
2.39%
0.01%
DFA915
09/28/2018
$9.1916
3.49%
1.61%
-0.69%
0.17%
1.37%
DFA916
09/27/2018
$9.2350
4.62%
2.74%
0.42%
1.30%
0.28%
DFA917
01/07/2019
$9.2141
4.88%
3.01%
0.70%
1.51%
0.03%
DFA448
01/20/2009
$9.1108
4.36%
1.10%
-1.33%
0.38%
1.79%
1.33%
DFA449
01/20/2009
$9.1601
5.49%
2.21%
-0.27%
1.46%
2.90%
0.26%
DFA450
09/28/2009
$9.1071
5.75%
2.46%
0.00%
1.76%
3.14%
0.01%
DFA856
09/16/2015
$8.8620
3.43%
2.13%
0.26%
0.42%
1.35%
DFA857
09/14/2015
$8.9122
4.57%
3.25%
1.37%
1.52%
0.26%
DFA858
09/16/2015
$8.9272
4.83%
3.52%
1.64%
1.83%
0.02%
DFA602
09/07/2011
$14.8448
5.45%
4.30%
4.81%
3.12%
4.05%
1.37%
DFA603
09/07/2011
$14.9509
6.60%
5.44%
5.94%
4.23%
5.19%
0.29%
DFA696
06/21/2018
$11.4635
6.85%
5.70%
6.23%
4.54%
0.05%
DFA828
09/30/2014
$13.5615
5.98%
4.91%
6.14%
3.78%
4.15%
1.38%
DFA831
09/30/2014
$9.8215
5.83%
2.47%
6.33%
2.40%
2.12%
1.38%
DFA829
10/01/2014
$13.6495
7.14%
6.06%
7.29%
4.92%
5.30%
0.29%
DFA832
09/30/2014
$9.8852
6.99%
3.60%
7.51%
3.54%
3.25%
0.29%
DFA830
04/09/2021
$10.7357
7.40%
6.33%
4.47%
0.05%
DFA833
04/09/2021
$7.7750
7.24%
3.85%
2.04%
0.05%
DFA604
09/07/2011
$18.3295
6.50%
5.50%
7.45%
4.43%
5.64%
1.36%
DFA693
07/09/2012
$13.2746
6.35%
3.05%
7.64%
3.05%
3.28%
1.36%
DFA605
09/07/2011
$18.5056
7.66%
6.65%
8.62%
5.57%
6.79%
0.28%
DFA694
07/09/2012
$13.4021
7.51%
4.18%
8.82%
4.17%
4.41%
0.28%
DFA692
01/29/2016
$14.9270
7.94%
6.94%
8.92%
6.94%
0.03%
DFA695
01/29/2016
$10.8104
7.78%
4.45%
9.12%
7.12%
0.03%
DFA834
09/30/2014
$15.6431
6.93%
6.04%
8.69%
5.03%
5.45%
1.40%
DFA835
09/30/2014
$15.7785
8.13%
7.22%
9.92%
6.20%
6.61%
0.30%
DFA836
07/20/2016
$14.8112
8.41%
7.52%
10.23%
7.08%
0.03%
DFA697
09/11/2012
$20.8863
7.36%
6.61%
10.03%
5.66%
7.09%
1.39%
DFA698
09/10/2012
$21.0543
8.55%
7.79%
11.26%
6.81%
8.27%
0.30%
DFA699
04/10/2015
$15.4695
8.84%
8.09%
11.59%
7.16%
6.94%
0.03%
dfa223
Hide Benchmarks

dfa223
US Vector Equity Fund (F)

as of 04/30/2025
Benchmark
Russell 3000 Index (net of tax, CAD)
15.60%
Investment Objective
The fundamental investment objective of the US Vector Equity Fund is to achieve long-term capital appreciation by investing primarily in common stocks of US companies.
Asset Allocation
as of 04/30/2025
A pie chart representing Asset Allocation0.02%Canadian Equity99.95%US Equity0.03%International Equity
Fees and Expenses
as of 04/30/2025
Management Expense Ratio
0.31%
As of December 31, 2024.

Documents


Equity Characteristics

as of 04/30/2025
100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%
2,127
Number of Companies
$745,039
Weighted Average Total Market Capitalization (millions)
2.65
Aggregate Price-To-Book
0.53
Weighted Average Profitability
Equity Allocation by Sector
as of 04/30/2025
Table for Equity Allocation by Sector as of 04/30/2025
Communication Services7.52%
Consumer Discretionary9.51%
Consumer Staples6.74%
Energy5.88%
Financials19.71%
Health Care10.32%
Industrials14.42%
Information Technology19.96%
Materials4.95%
Real Estate0.47%
REITs0.01%
Utilities0.52%
Other<0.01%
A bar chart representing Equity Allocation by Sector as of 04/30/2025CommunicationServicesConsumerDiscretionaryConsumer StaplesEnergyFinancialsHealth CareIndustrialsInformationTechnologyMaterialsReal EstateREITsUtilitiesOther2%4%6%8%10%12%14%16%18%20%7.52%9.51%6.74%5.88%19.71%10.32%14.42%19.96%4.95%0.47%0.01%0.52%<0.01%
Equity Allocation by Country
as of 04/30/2025
Developed
A bar chart representing Equity Allocation by Country as of 04/30/2025United StatesSwitzerlandCanadaNorwayIsrael10%20%30%40%50%60%70%80%90%100%99.95%0.02%0.02%<0.01%<0.01%
Table for Equity Allocation by Country as of 04/30/2025
United States99.95%
Switzerland0.02%
Canada0.02%
Norway<0.01%
Israel<0.01%
Top Equity Holdings by Company
as of 04/30/2025
  • Company Name
    Weight
  • Apple Inc
    4.38%
  • Microsoft Corp
    4.07%
  • NVIDIA Corp
    3.62%
  • Meta Platforms Inc
    2.23%
  • Alphabet Inc
    1.90%
  • Amazon.com Inc
    1.67%
  • JPMorgan Chase & Co
    0.89%
  • Eli Lilly & Co
    0.87%
  • Johnson & Johnson
    0.75%
  • Visa Inc
    0.69%

Performance

as of 04/30/2025, in CAD
Calendar Year Returns
as of 04/30/2025
30%20%10%0%-10%
A bar chart representing Calendar Year Returns as of 04/30/202530%20%10%0%-10%13.57%15.79%7.60%-5.92%19.24%3.36%26.89%-3.59%13.70%24.21%19.81%8.17%12.55%2.73%23.70%18.16%24.10%-13.74%22.00%34.50%2015201620172018201920202021202220232024
Periodic Performance: Annualized Returns
as of 04/30/2025
3 Months
1 Year
3 Years
5 Years
10 Years
Since Inception
10/27/2003
US Vector Equity Fund (F)
-14.68%
2.77%
9.44%
13.90%
9.11%
8.38%
Russell 3000 Index (net of tax, CAD)
-12.58%
11.57%
13.83%
14.49%
12.58%
9.84%

Distributions

Record Date
Ex-Date
Payable Date
Type
Rate Per Share
03/10/2025
03/11/2025
03/11/2025
Dividend
$0.1213