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

US Funds

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41.72 +0.54 +1.31%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 14.02B

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 Change - 5.29%

Prev. Close41.18

Risk Rating

TTM Yield1.17%

ROE13.40%

IssuerDimensional Fund Advisors

Turnover6%

ROA4.96%

Inception DateMar 19, 1992

Total Assets14.02B

Expenses0.27%

Min. InvestmentN/A

Market Cap4.02B

CategorySmall Blend

What is your sentiment on DFA US Small Cap I?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	922	922	978	1112	2257	2057
Fund Return	-7.81%	-7.81%	-2.17%	3.6%	17.68%	7.48%
Place in category	278	278	210	147	75	100
% in Category	43	43	33	27	16	25

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	31.46B	-4.16	8.28	11.24
DFA International Core Equity I	30.67B	7.11	6.01	6.08
DFA US Core Equity 2 I	29.57B	-4.23	7.97	10.66
DFA Emerging Markets Core Equity I	25.73B	1.09	2.85	4.75
DFA US Large Cap Value I	22.02B	2.29	6.72	8.86

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.54B	-7.37	3.01	7.75
Fidelity Small Cap Index Instl Pre	24.17B	-9.47	0.68	6.44
Vanguard Small Cap Index I	21.96B	-7.37	3.03	7.76
Vanguard Small Cap Index InstlPlus	12.31B	-7.36	3.04	7.78
Vanguard Tax-Managed Small Cap Adm	8.2B	-8.93	0.60	7.44

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	1.20	-	-
Sprouts Farmers	US85208M1027	0.55	157.27	+2.18%
Carpenter Technology	US1442851036	0.42	170.88	+1.86%
UMB Financial	US9027881088	0.35	86.40	-1.97%
South State	US8404411097	0.34	81.45	-0.12%

Technical Summary

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

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