U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DUSG

Will DUSG outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

US Small Cap Growth Portfolio ETF Class holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings DUSG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

0.76 15M
Healthcare

Medpace Holdings Inc

0.76 15M
Healthcare

Crown Holdings Inc

0.71 14M
Consumer Cyclical

Five Below Inc

0.67 13M
Consumer Cyclical

Manhattan Associates Inc

0.66 13M
Technology

Exelixis Inc

0.65 13M
Healthcare

Sterling Infrastructure Inc

0.62 12M
Industrials

Texas Roadhouse Inc

0.61 12M
Consumer Cyclical

Allegion PLC

0.61 12M
Industrials

IES Holdings Inc

0.61 12M
Industrials

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