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Morningstar

DFA US Micro Cap I DFSCX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 22.87  /  0.97 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    0.410%
  • 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%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:14 PM GMT+0

Morningstar’s Analysis DFSCX

Will DFSCX outperform in future?

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

Process Pillar

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

People Pillar

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

Parent Pillar

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

A cost-conscious approach to the smallest U.S. stocks.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

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.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFSCX

More DFSCX Holdings
  • 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
—

CorVel Corp

0.53
33,839,776
Financial Services

Inter Parfums Inc

0.41
26,124,367
Consumer Defensive

Veritiv Corp

0.37
23,473,277
Industrials

Comfort Systems USA Inc

0.35
22,606,139
Industrials

Otter Tail Corp

0.33
21,479,150
Utilities

Cavco Industries Inc

0.33
21,412,181
Consumer Cyclical

Rambus Inc

0.32
20,713,910
Technology

Forward Air Corp

0.32
20,605,113
Industrials