DFSV – DFA U.S. Small Cap Value PtflETFClsShrs – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFSV	DFA U.S. Small Cap Value Portfolio – ETF Class Shares	ETF	Open	—	—	Sep 25, 2026	$8.06B	0.310%	—	—	—
DFSVX	DFA U.S. Small Cap Value Portfolio Institutional Class	Institutional	Open			Mar 2, 1993	$18.70B	0.310%	Low	$0	−$832.63M

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