DFA U.S. Large Cap Value III Portfolio

Class Inst (DFUVX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.3 0.3
Stocks 97.59 97.59
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 2.11 2.11
Convertible 0.0 0.0
Preferred 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
Bank of America Corporation BAC 4.69 3.91
Citigroup Inc C -8.62 3.73
Chevron Corp CVX -7.26 3.68
Comcast Corp Class A CMCSA -1.86 3.29
AT&T Inc T -8.08 3.26
CVS Caremark Corp CVS 1.81 3.24
ConocoPhillips COP -5.17 3.13
American International Group Inc AIG -3.13 2.67
Time Warner Inc TWX -4.21 2.23
JPMorgan Chase & Co JPM -3.23 2.17