Fund Evaluator:

DFA International Social Cor Eq Instl Overview

DFA International Social Cor Eq Instl (DSCLX) is an actively managed International Equity Foreign Large Blend fund. Dimensional Fund Advisors launched the fund in 2012.

The investment seeks to achieve long-term capital appreciation. The Advisor intends to purchase securities of companies associated with developed market countries that the Advisor has designated as approved markets. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in equity securities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.

About DFA International Social Cor Eq Instl (DSCLX)

There are 4 members of the management team with an average tenure of 10.33 years: Jed Fogdall (2012), Allen Pu (2015), Mary Phillips (2017), William Collins-Dean (2019). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI World ex USA NR USD index with a weighting of 100%. DFA International Social Cor Eq Instl has 3962 securities in its portfolio. The top 10 holdings constitute 11.0% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

DFA International Social Cor Eq Instl is part of the Equity global asset class and is within the International Equity fund group. DFA International Social Cor Eq Instl has 93.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.0%. There is 93.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.2% (0.2% domestic bond, 0.0% foreign bond and 0.0% convertible bond). DFA International Social Cor Eq Instl has 5.7% of the portfolio in cash.

Assets Under Management

The fund has $2 billion in total assets, which is below the $2 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

DSCLX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The DFA International Social Cor Eq Instl expense ratio is below average compared to funds in the Foreign Large Blend category. DFA International Social Cor Eq Instl has an expense ratio of 0.26%, which is 72% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. DFA International Social Cor Eq Instl has a portfolio turnover rate of 12%, indicating that holds its assets around 0.1 years. By way of comparison, the average portfolio turnover is 61% for the Foreign Large Blend category.

Recently, in the month of June 2026, DFA International Social Cor Eq Instl returned -1.1%, which earned it a grade of F, as the Foreign Large Blend category had an average return of 0.5%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

DFA International Social Cor Eq Instl has a trailing yield of 3.15%, which is above the 2.19% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

DFA International Social Cor Eq Instl Grades

Year to date, the fund has returned 9.9%, 1.0 percentage points worse than the category, which translates into a grade of D. The fund has returned 23.2% over the past year (grade of B), 19.4% over the past three years (grade of A) and 9.7% per year over the past five years (grade of B) and 10.2% per year over the past 10 years (grade of B).

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