Skip to Content

DFA Continental Small Company I DFCSX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 30.95  /  +0.81 %
  • Total Assets 780.3 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Europe Stock
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.88%
  • Turnover 11%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis DFCSX

Will DFCSX outperform in future?

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

A strong management team and sound investment process underpin DFA Continental Small Company I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFCSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BE Semiconductor Industries NV

1.01 7.5 Mil
Technology

Banco de Sabadell SA

0.87 6.5 Mil
Financial Services

Leonardo SpA Az nom Post raggruppamento

0.86 6.4 Mil
Industrials

PSP Swiss Property AG

0.86 6.4 Mil
Real Estate

Banco BPM SpA

0.84 6.2 Mil
Financial Services

Georg Fischer AG

0.79 5.8 Mil
Industrials

Helvetia Holding AG

0.71 5.3 Mil
Financial Services

Temenos AG

0.70 5.1 Mil
Technology

Wartsila Corp

0.65 4.8 Mil
Industrials

Rexel SA

0.64 4.7 Mil
Technology