DFA World ex U.S. Core Equity Portfolio Institutional Class (DFWIX)

Overview

The Portfolio is a specialized investment product designed to offer its investors broad exposure to a diverse array of securities from non-U.S. companies. It caters to those interested in tapping into the potential of both developed and emerging markets outside the United States. With a non-fundamental policy that mandates at least 80% of net assets to be invested in non-U.S. equity securities or instruments that facilitate exposure to such securities, the Portfolio aims to leverage international market dynamics for the benefit of its investors.

Products and Services

• Non-U.S. Equity Securities Investments:

  Direct investments in a broad range of equity securities of non-U.S. companies form the core of the Portfolio’s investment strategy. This approach is designed to tap into the growth potential of companies located in countries with both established and developing financial markets, diversifying investors' exposure beyond U.S. borders.

• Exposure to Developed and Emerging Markets:

  The Portfolio strategically allocates investments across a mix of countries with developed and emerging markets. This diversified exposure is aimed at balancing potential risks and rewards by leveraging the stability of developed markets and the growth potential of emerging markets.