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Morningstar

DFA US Micro Cap I DFSCX

Morningstar Analyst Rating
Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 25.64  /  0.27 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.96%
  • Turnover 22%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

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

Summary

| by Daniel Sotiroff

DFA U.S. Micro Cap Portfolio offers broad exposure to the smallest stocks listed in the U.S. market. Its well-diversified portfolio and cost-effective execution earn a Morningstar Analyst Rating of Silver.

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