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

US Funds

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49.94 +0.23 +0.46%

17/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 16.76B

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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Rating

1-Year Change14.33%

Prev. Close49.71

Risk Rating

TTM Yield1.47%

ROE7.58%

IssuerN/A

Turnover3%

ROA3.02%

Inception DateMar 02, 1993

Total Assets16.76B

Expenses0.31%

Min. InvestmentN/A

Market Cap3.55B

CategorySmall Value

What is your sentiment on DFA US Small Cap Value 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	1096	1001	1096	1257	1797	2284
Fund Return	9.57%	0.14%	9.57%	7.93%	12.44%	8.61%
Place in category	225	203	225	41	34	66
% in Category	44	44	44	12	12	20

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

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.89B	12.39	5.74	8.67
DFA US Targeted Value I	13.8B	9.33	7.55	9.16
Vanguard Small Cap Value Index I	6.23B	12.41	5.75	8.68
Pear Tree Polaris Small Cap Ord	3.95B	8.69	5.18	6.74
Invesco SmallCapValue Y	4.11B	24.81	17.16	12.03

Top Holdings

Name	ISIN	Weight %	Last	Change %
Taylor Morrison Home	US87724P1066	0.80	65.67	-1.07%
United States Steel	US9129091081	0.69	36.04	+0.67%
Jackson Financial Inc	-	0.67	-	-
DT Midstream Inc Ordinary Shares	-	0.65	-	-
Invesco	BMG491BT1088	0.61	17.20	+1.96%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	49.94	+0.23	+0.46%