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Dfa U.s. Small Cap Portfolio Institutional Class (DFSTX)

US Funds

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49.10 +0.30 +0.61%

20/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 16.47B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSTX Overview

Find basic information about the Dfa U.s. Small Cap Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFSTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.29%

Prev. Close48.8

Risk Rating

TTM Yield0.99%

ROE13.13%

IssuerDimensional Fund Advisors

Turnover3%

ROA4.92%

Inception DateMar 19, 1992

Total Assets16.47B

Expenses0.28%

Min. InvestmentN/A

Market Cap3.81B

CategorySmall Blend

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Dfa U.s. Small Cap Portfolio Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1208	1099	1340	1288	1840	2572
Fund Return	20.81%	9.87%	33.98%	8.8%	12.97%	9.91%
Place in category	251	159	234	109	78	86
% in Category	42	28	39	20	16	23

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	35.85B	26.76	11.56	12.46
DFA US Core Equity 2 I	33.94B	26.24	11.49	11.96
DFA International Core Equity I	29.77B	7.04	4.48	5.79
DFA Emerging Markets Core Equity I	26.99B	8.69	2.86	4.52
DFA US Large Cap Value I	23.74B	21.86	10.75	9.52

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	61.56B	23.28	7.50	10.06
Fidelity Small Cap Index Instl Pre	29.53B	21.69	5.11	9.20
Vanguard Small Cap Index I	24.71B	23.28	7.51	10.07
Vanguard Small Cap Index InstlPlus	13.1B	23.30	7.52	10.09
Vanguard Tax-Managed Small Cap Adm	9.25B	18.08	6.28	10.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.89	-	-
Sprouts Farmers	US85208M1027	0.47	131.70	-2.22%
Mueller Industries	US6247561029	0.32	80.18	+0.87%
The Ensign	US29358P1012	0.31	134.59	-0.39%
Taylor Morrison Home	US87724P1066	0.30	59.73	+0.83%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Neutral	Buy
Technical Indicators	Strong Sell	Neutral	Strong Buy
Summary	Strong Sell	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	49.10	+0.30	+0.61%