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Morningstar

DFA US Micro Cap I DFSCX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 25.22  /  −0.86 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.00%
  • Turnover 22%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 9:56 PM GMT+0

Morningstar’s Analysis DFSCX

Will DFSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cost-conscious approach to the smallest U.S. stocks.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA U.S. Micro Cap Portfolio offers broad exposure to the smallest stocks listed in the U.S. market. Its well-diversified portfolio, cost-effective execution and lower fees continue to distinguish this fund among its peers, earning a Morningstar Medalist Rating upgrade to Gold from Silver.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFSCX

More DFSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

1.13 81.3 Mil
Cash and Equivalents

Ssc Government Mm Gvmxx

0.99 71.0 Mil
Cash and Equivalents

Future on E-mini S&P 500 Futures

0.90 64.6 Mil
—

Abercrombie & Fitch Co Class A

0.55 39.5 Mil
Consumer Cyclical

CorVel Corp

0.54 38.6 Mil
Financial Services

Boise Cascade Co

0.54 38.4 Mil
Basic Materials

CBIZ Inc

0.43 30.7 Mil
Industrials

Griffon Corp

0.40 28.8 Mil
Industrials

Kadant Inc

0.40 28.5 Mil
Industrials

ArcBest Corp

0.38 27.4 Mil
Industrials