U.S. Social Core Equity 2 Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Fund classification
Classified from what the fund holds · as of 2026 Q2
U.S. Social Core Equity 2 Portfolio is an actively managed U.S. equity fund. 18% of U.S. Social Core Equity 2 Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 93% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q1
The investment objective of the U.S. Social Core Equity 2 Portfolio (the Portfolio) is to achieve long-term capital appreciation.
The fund purchases a broad and diverse group of U.S. equity securities weighted toward smaller-capitalization, lower-priced, and higher-profitability companies relative to the overall U.S. market, while excluding companies that fail social issue screens covering weapons, tobacco, gambling, fossil fuels, and other criteria. The fund's exposure to these factor tilts and its application of social screens may cause its returns to diverge from those of the broader U.S. equity market. The fund may use futures and options to adjust equity exposure around cash flows and employs flexible trading to manage costs.
| Share class | Expense ratio |
|---|---|
| C000050178 | 0.22% |
Portfolio turnover 10.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 101.43% |
| Cash & short-term | 1.94% |
| Derivatives | 0.00% |
Derivatives are shown at market value, not notional exposure.
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 30.0% |
| Financials | 16.1% |
| Industrials | 13.2% |
| Consumer Discretionary | 11.0% |
| 11 smaller | 29.7% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA CorpNVDA | 6.72% | $199.57 | $159.98M | 801.6K |
| AAPL | Apple IncAAPL | 5.17% | $271.35 | $123.06M | 453.5K |
| MSFT | Microsoft CorpMSFT | 4.61% | $407.78 | $109.72M | 269.1K |
| AMZN | Amazon.com IncAMZN | 3.88% | $265.06 | $92.47M | 348.9K |
| META | Meta Platforms IncMETA | 2.32% | $611.91 | $55.30M | 90.4K |
| GOOGL | Alphabet IncGOOGL | 2.10% | $384.80 | $49.94M | 129.8K |
| — | Dimensional Holdings Inc. | 1.78% | — | $42.45M | — |
| GOOG | Alphabet IncGOOG | 1.61% | $381.94 | $38.37M | 100.5K |
| — | The DFA Investment Trust Company | 1.60% | $11.57 | $38.12M | 3.3M |
| JPM | JPMorgan Chase & CoJPM | 1.27% | $313.23 | $30.23M | 96.5K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 31.06% of net assets, top 25 40.38%, across 2.0K issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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