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

US Funds

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51.26 +0.82 +1.63%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 16.83B

Type: Fund

Market: United States

Asset Class: Equity

General
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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	0.85	0.85	0.00
Stocks	99.15	99.15	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.99	15.74
Price to Book	1.95	1.95
Price to Sales	1.25	1.30
Price to Cash Flow	8.93	8.75
Dividend Yield	1.30	1.45
5 Years Earnings Growth	11.18	12.06

Sector Allocation

Name	Net %	Category Average
Financial Services	21.25	17.49
Industrials	19.84	19.48
Technology	14.54	14.32
Consumer Cyclical	14.37	12.24
Healthcare	8.53	11.96
Basic Materials	5.66	5.12
Consumer Defensive	5.44	4.37
Energy	4.66	5.07
Utilities	2.84	2.97
Communication Services	2.18	2.39
Real Estate	0.68	6.83

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,992

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.76	-	-
Sprouts Farmers	US85208M1027	0.51	146.25	-0.51%
Carpenter Technology	US1442851036	0.36	207.30	-1.83%
IES Holdings	US44951W1062	0.34	316.26	+14.45%
AAON	US0003602069	0.31	136.95	+3.63%
Applied Industrial Technologies	US03820C1053	0.31	261.72	-0.61%
Taylor Morrison Home	US87724P1066	0.30	66.12	+0.64%
Mueller Industries	US6247561029	0.27	81.46	-1.46%
Beacon Roofing	US0736851090	0.27	116.54	+0.42%
CorVel	US2210061097	0.27	109.21	-1.07%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.23B	21.35	8.24	11.96
DFA US Core Equity 2 I	34.43B	20.27	7.92	11.38
DFA International Core Equity I	30.17B	3.99	1.87	5.78
DFA Emerging Markets Core Equity I	26.69B	7.32	1.18	4.84
DFA US Large Cap Value I	24.56B	12.75	5.80	8.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	51.26	+0.82	+1.63%