DFA U.S. Small Cap Portfolio Institutional Class DFSTX

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSTX’s performance objective and investment process is for both security selection and portfolio construction.

The People Pillar is our evaluation of the DFSTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

The Parent Pillar is our rating of DFSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.