DFSCX – DFA US Micro Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFMC	DFA US Micro Cap Portfolio ETF Class	ETF	Open			Mar 19, 2026	$194.31M	0.410%	—	—	—
DFSCX	DFA U.S. Micro Cap Portfolio Institutional Class	Institutional	Open			Dec 23, 1981	$7.35B	0.410%	Low	$0	−$768.46M

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