DFA Emerging Markets Core Equity 2 Portfolio Institutional Class

The DFA Emerging Markets Core Equity 2 Portfolio Institutional Class is a mutual fund managed by Dimensional Fund Advisors, aiming to achieve long-term capital appreciation by investing in a broad and diverse group of securities associated with emerging markets, including frontier markets. The fund may gain exposure to companies in these markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer’s domicile country. As of September 30, 2025, the fund's net assets were approximately $32.76 billion, with a gross expense ratio of 0.40%.

The fund's portfolio is diversified across various sectors, with significant allocations in Technology, Financial Services, and Consumer Cyclical industries. Geographically, it has substantial holdings in China, Taiwan, India, and South Korea. The top holdings include Taiwan Semiconductor Manufacturing Company Limited, Tencent Holdings Limited, and Samsung Electronics Co., Ltd. The fund's investment strategy emphasizes long-term drivers of expected returns, balancing risks, costs, and other trade-offs that may impact performance.

Dimensional Fund Advisors, the managing firm, has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional offers strategies that focus on the drivers of expected returns, applying a dynamic implementation process that integrates advanced research, methodical portfolio design, and careful execution. This approach is applied across a full suite of investment strategies to help meet the needs of investors worldwide.