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DFA U.S. Micro Cap Portfolio Institutional Class (DFSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund- using a market capitalization weighted approach- purchases a broad and diverse group of the securities of U.S. micro cap companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices- to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.


1 month+3.39% 3 years+11.97%
3 months+8.13% 5 years+15.60%
1 year+9.29% Since inception+12.15%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+15.60%+12.83%
Expense ratio0.52%1.20%
Risk 5 year sharpe ratio1.101.02
Net assets$6.5B$1.0B
Average market cap$1.0B$3.2B
Average P/E22.221.1
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureJed Fogdall / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock98.32%
International stock0.99%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 13.49%
Industrial materials 13.02%
Consumer goods 11.07%
Hardware 10.90%
Healthcare 10.80%
Top 10 Holdings
Portfolio weighting
-- 0.61%
MTOR Meritor Inc0.39%
FOE Ferro Corp0.34%
CCMP Cabot Microelectronics Corp0.34%
GDOT Green Dot Corp0.34%
AWR American States Water Co0.33%
EXLS Exlservice Holdings Inc0.33%
CWT California Water Service Group0.32%
ROG Rogers Corp0.31%
EXPO Exponent Inc0.31%