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

US Funds

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48.26 -0.17 -0.35%

30/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 16.32B

Type: Fund

Market: United States

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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Technical Chart

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Rating

1-Year Change7.39%

Prev. Close48.43

Risk Rating

TTM Yield1.32%

ROE8.57%

IssuerN/A

Turnover3%

ROA3.45%

Inception DateMar 02, 1993

Total Assets16.32B

Expenses0.31%

Min. InvestmentN/A

Market Cap3.55B

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	1190	1088	1324	1441	2028	2537
Fund Return	18.96%	8.76%	32.36%	12.95%	15.19%	9.76%
Place in category	184	176	165	31	30	60
% in Category	36	42	33	10	10	18

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	35.87B	26.76	11.56	12.46
DFA US Core Equity 2 I	34.09B	26.24	11.49	11.96
DFA International Core Equity I	30.08B	7.04	4.48	5.79
DFA Emerging Markets Core Equity I	27B	8.69	2.86	4.52
DFA US Large Cap Value I	23.91B	21.86	10.75	9.52

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	22.72B	21.77	10.34	9.73
DFA US Targeted Value I	13.48B	18.32	12.33	10.16
Vanguard Small Cap Value Index I	6.71B	21.77	10.35	9.74
Pear Tree Polaris Small Cap Ord	4.01B	18.75	10.14	7.80
Invesco SmallCapValue Y	3.85B	32.54	21.93	13.15

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	2.32	-	-
Taylor Morrison Home	US87724P1066	0.79	61.10	+0.76%
Jackson Financial Inc	-	0.71	-	-
United States Steel	US9129091081	0.70	31.03	-0.35%
DT Midstream Inc Ordinary Shares	-	0.64	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	48.26	-0.17	-0.35%