DFA U.S. Small-Cap Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn a Morningstar Medalist Rating of Silver.
Morningstar’s Analysis DFSV
Will DFSV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 1004
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 6.4