DFA US Small Cap provides a quality portfolio of small-cap U.S. stocks employing Dimensional Fund Advisors' time-tested quantitative approach. The fund earns a Morningstar Analyst Rating of Silver.
- NAV / 1-Day Return 39.95 / 3.79 %
- Total Assets 13.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.270%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.24%
- Turnover 13%
Morningstar’s Analysis DFSTX
Will DFSTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 2021
- Bond Holdings 0
- Other Holdings 15
- % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Future on E-mini S&P 500 Futures
0.94
127,539,825
—
Ssc Government Mm Gvmxx
0.91
122,506,574
Cash and Equivalents