DFA U.S. Micro Cap Portfolio offers broad exposure to the smallest stocks listed in the U.S. market. Its well-diversified portfolio, cost-effective execution and lower fees continue to distinguish this fund among its peers, earning a Morningstar Medalist Rating upgrade to Gold from Silver.
- NAV / 1-Day Return 22.87 / 0.97 %
- Total Assets 6.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.400%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.17%
- Turnover 22%
Morningstar’s Analysis DFSCX
Will DFSCX 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 Mar 31, 2023
- Equity Holdings 1616
- Bond Holdings 0
- Other Holdings 12
- % Assets in Top 10 Holdings 4.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Ssc Government Mm Gvmxx
1.29
82,936,469
Cash and Equivalents
Future on E-mini S&P 500 Futures
1.29
82,548,112
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