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Morningstar

DFA US Micro Cap I DFSCX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 27.03  /  −0.41 %
  • Total Assets 7.2 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 —
  • Status Open
  • TTM Yield 1.06%
  • Turnover 22%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 9:52 PM GMT+0

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 US stocks.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Micro Cap Portfolio offers broad exposure to the smallest stocks listed in the US market. Its well-diversified portfolio, cost-effective execution, and low fee distinguish this fund among its 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 Holdings 4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.91 67.1 Mil
Cash and Equivalents

Future on E-mini S&P 500 Futures

0.90 65.8 Mil
—

Usd

0.65 48.1 Mil
Cash and Equivalents

Boise Cascade Co

0.59 43.4 Mil
Basic Materials

CorVel Corp

0.57 41.6 Mil
Financial Services

Abercrombie & Fitch Co Class A

0.53 38.7 Mil
Consumer Cyclical

CBIZ Inc

0.43 31.9 Mil
Industrials

Griffon Corp

0.40 29.5 Mil
Industrials

Modine Manufacturing Co

0.39 28.6 Mil
Consumer Cyclical

Kadant Inc

0.38 27.7 Mil
Industrials