Morningstar

DFA US Micro Cap Portfolio ETF Class DFMC

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFMC

Will DFMC outperform in the 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 DFMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFMC 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 DFMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFMC

More DFMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Short Term Investment

6.50 552M
Cash and Equivalents

Ssc Government Mm Gvmxx

0.98 83M
Cash and Equivalents

Future on E-mini S&P 500 Futures

0.84 71M
—

Argan Inc

0.62 53M
Industrials

Enova International Inc

0.54 46M
Financial Services

Plexus Corp

0.52 44M
Technology

First BanCorp

0.45 39M
Financial Services

AAR Corp

0.42 36M
Industrials

Covista Inc

0.39 33M
Consumer Defensive

Powell Industries Inc

0.37 31M
Industrials

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