DFA US Micro Cap Portfolio ETF Class DFMC

Morningstar Medalist Rating

Morningstar’s Analysis DFMC

Will DFMC outperform in the future?

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

A cost-conscious approach to the smallest US stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

The DFA US Micro Cap strategy takes some of the edge off a market segment that’s risky and difficult to invest in, and that should confer a long-term edge over its Morningstar Category peers.

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Portfolio Holdings DFMC

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

0.9572M
Cash and Equivalents

Future on E-mini S&P 500 Futures

0.8766M
—

First BanCorp

0.4635M
Financial Services

10x Genomics Inc Ordinary Shares - Class A

0.4635M
Healthcare

Covista Inc

0.4332M
Consumer Defensive

Plexus Corp

0.4332M
Technology

Laureate Education Inc Shs

0.3930M
Consumer Defensive

Materion Corp

0.3627M
Basic Materials

United States Lime & Minerals Inc

0.3527M
Basic Materials

AAR Corp

0.3526M
Industrials

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