Morningstar

DFA U.S. Micro Cap Portfolio Institutional Class DFSCX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return$36.66  /  −3.98%
  • Fund Size$7.5B
  • Adjusted Expense Ratio0.410%
  • Net Expense Ratio0.420%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.91%
  • Turnover Ratio7%
NAV and 1-Day Return as of

Morningstar’s Analysis DFSCX

Will DFSCX outperform in the 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 US stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

The DFA US Micro Cap strategy takes some of the edge off a market segment that’s risky and difficult to invest in, and that should confer a long-term edge over its Morningstar Category peers.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFSCX

More DFSCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

0.9572M
Cash and Equivalents

Future on E-mini S&P 500 Futures

0.8766M
—

First BanCorp

0.4635M
Financial Services

10x Genomics Inc Ordinary Shares - Class A

0.4635M
Healthcare

Covista Inc

0.4332M
Consumer Defensive

Plexus Corp

0.4332M
Technology

Laureate Education Inc Shs

0.3930M
Consumer Defensive

Materion Corp

0.3627M
Basic Materials

United States Lime & Minerals Inc

0.3527M
Basic Materials

AAR Corp

0.3526M
Industrials

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