DFA CSTG&E U.S. Social Core Equity 2 Portfolio

Class Other (DFCUX)
Scorecard
4 / 5 Stars
Lipper
4 4 3 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.65 0.0 0.65
Stocks 97.97 0.0 97.97
Bonds 0.0 0.0 0.0
Other 0.0 0.03 -0.03
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 1.42 0.0 1.42
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Chevron Corp CVX -7.26 2.34
Exxon Mobil Corporation XOM -5.01 2.14
Wells Fargo & Co WFC 2.31 1.52
JPMorgan Chase & Co JPM -3.23 1.42
Apple Inc AAPL -5.38 1.18
AT&T Inc T -8.08 1.17
General Electric Co GE -9.6 1.13
Citigroup Inc C -8.62 0.97
Procter & Gamble Co PG -4.09 0.81
ConocoPhillips COP -5.17 0.66