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

US Funds

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50.94 +0.06 +0.12%

20/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 16.22B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSTX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA US Small Cap I (DFSTX) fund. Our DFA US Small Cap I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.94	0.94	0.00
Stocks	99.06	99.06	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.38	15.13
Price to Book	1.89	1.88
Price to Sales	1.11	1.22
Price to Cash Flow	8.42	8.18
Dividend Yield	1.38	1.56
5 Years Earnings Growth	12.03	12.10

Sector Allocation

Name	Net %	Category Average
Financial Services	20.27	16.77
Industrials	19.59	19.30
Consumer Cyclical	14.93	12.48
Technology	14.67	14.37
Healthcare	8.63	11.88
Basic Materials	5.84	5.30
Consumer Defensive	5.42	4.30
Energy	4.77	5.28
Utilities	2.92	2.92
Communication Services	2.24	2.24
Real Estate	0.73	6.79

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,990

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.89	-	-
Sprouts Farmers	US85208M1027	0.42	145.89	+2.20%
Comfort Systems	US1999081045	0.34	489.97	+2.88%
Carpenter Technology	US1442851036	0.31	180.71	+0.01%
Simpson Manufacturing	US8290731053	0.30	181.26	+1.26%
Taylor Morrison Home	US87724P1066	0.30	69.44	+0.20%
AAON	US0003602069	0.30	135.56	+2.66%
Fabrinet	KYG3323L1005	0.29	230.01	+1.64%
Applied Industrial Technologies	US03820C1053	0.29	269.23	+1.31%
Mueller Industries	US6247561029	0.28	91.70	+0.77%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	35.28B	18.75	8.68	11.96
DFA US Core Equity 2 I	33.74B	18.07	8.52	11.41
DFA International Core Equity I	30.96B	6.51	2.60	5.71
DFA Emerging Markets Core Equity I	28.37B	10.46	2.29	4.58
DFA US Large Cap Value I	24.56B	14.64	7.57	8.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	50.94	+0.06	+0.12%