DSCGX – DFA US Small Cap Growth Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.

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
DUSG	U.S. Small Cap Growth Portfolio: ETF Class Shares	ETF	Open			May 5, 2026	$12.39M	0.320%	—	—	—
DSCGX	DFA U.S. Small Cap Growth Portfolio Institutional Class	Institutional	Open			Dec 20, 2012	$1.88B	0.310%	Low	$0	$31.93M

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