DFA U.S. Large Cap Growth Portfolio
Shareclass
DFA US Large Cap Growth Instl (DUSLX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund DFA U.S. Large Cap Growth Portfolio
FUND COVERAGE
# of holdings100
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.1%$47.85M
- 2. Marriott International Inc Class A<0.01%$260
- 3. Mastercard Inc Class A4.27%$185.83M
- 4. Expedia Group Inc0.35%$15.03M
- 5. PepsiCo Inc1.55%$67.38M
- 6. Colgate-Palmolive Co1.14%$49.59M
- 7. Autodesk Inc0.47%$20.34M
- 8. The Hershey Co<0.01%$88,101
- 9. Altria Group Inc0.17%$7.24M
- 10. Microsoft Corp5.91%$257.01M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd0.02%$706,986
- 2. Vertiv Holdings Co Class A0.77%$33.53M
- 3. Old Dominion Freight Line Inc Ordinary Shares0.04%$1.64M
- 4. Rollins Inc0.1%$4.42M
- 5. AppLovin Corp Ordinary Shares - Class A2.07%$90.04M
- 6. Cintas Corp0.3%$13.05M
- 7. Comfort Systems USA Inc0.06%$2.51M
- 8. Manhattan Associates Inc<0.01%$105,565
- 9. Fastenal Co0.45%$19.4M
- 10. Ulta Beauty Inc0.07%$2.86M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund DFA U.S. Large Cap Growth Portfolio
Totals
Holdings
Assets
Weight
Prisons
6
$484.36M
11%
Prisons high risk
1
$40.37M
0.93%
Private prisons
0
$0
0%
Borders
5
$386.8M
8.89%
Borders high risk
3
$88.87M
2.04%
Total
8
$532.86M
12%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$257.01M
5.91%
2.
Costco Wholesale Corp
$90.79M
2.09%
3.
Lockheed Martin Corp
:$43.77M
1.01%
4.
Amazon.com Inc
:$40.92M
0.94%
5.
Motorola Solutions Inc
:$40.37M
0.93%
6.
3M Co
$33.95M
0.78%
7.
Walmart Inc
$21.32M
0.49%
8.
Booz Allen Hamilton Holding Corp Class A
:$4.72M
0.11%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DFA U.S. Large Cap Growth Portfolio DUSLX
Environment
Social
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