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Dfa U.s. Small Cap Value Portfolio Institutional Class (DFSVX)

US Funds

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50.85 +0.08 +0.16%

20/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 17.49B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSVX Overview

Find basic information about the Dfa U.s. Small Cap Value 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 DFSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change23.8%

Prev. Close50.77

Risk Rating

TTM Yield1.45%

ROE7.88%

IssuerDimensional Fund Advisors

Turnover3%

ROA3.16%

Inception DateMar 02, 1993

Total Assets17.49B

Expenses0.31%

Min. InvestmentN/A

Market Cap3.34B

CategorySmall Value

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Dfa U.s. Small Cap Value Portfolio Institutional Class Analysis

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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	1078	962	1301	1276	1896	2292
Fund Return	7.8%	-3.78%	30.08%	8.46%	13.65%	8.65%
Place in category	211	312	165	34	30	65
% in Category	40	64	31	10	11	18

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	34.92B	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

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.97B	12.05	6.25	8.94
DFA US Targeted Value I	14.1B	6.78	7.63	8.98
Vanguard Small Cap Value Index I	6.06B	12.08	6.26	8.95
Undiscovered Managers Behavioral V6	3.67B	9.47	8.57	9.98
Invesco SmallCapValue Y	3.8B	19.65	15.99	12.15

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.97	-	-
Taylor Morrison Home	US87724P1066	0.88	69.44	+0.20%
Mohawk Industries	US6081901042	0.80	137.49	+1.30%
Amkor	US0316521006	0.75	26.35	+3.90%
Meritage	US59001A1025	0.68	177.68	-0.31%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	50.85	+0.08	+0.16%