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DFA US Micro Cap I DFSCX

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%

Morningstar’s Analysis DFSCX

Will DFSCX outperform in future?

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

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.

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Portfolio Holdings DFSCX

  • 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
0.53
33,839,776
Financial Services
0.41
26,124,367
Consumer Defensive
0.37
23,473,277
Industrials
0.35
22,606,139
Industrials
0.33
21,479,150
Utilities
0.33
21,412,181
Consumer Cyclical
0.32
20,713,910
Technology
0.32
20,605,113
Industrials