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 fund.


1 month+3.65% 3 years+11.33%
3 months+5.52% 5 years+12.89%
1 year+19.32% Since inception+11.98%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+12.89%+10.29%
Expense ratio0.52%1.18%
Risk 5 year sharpe ratio0.880.80
Net assets$6.5B$1.0B
Average market cap$1.0B$2.9B
Average P/E18.821.0
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureJed Fogdall / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.80%
International stock1.24%
Fixed income0.01%
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
-- 0.87%
GDOT Green Dot Corp0.35%
NSP Insperity Inc0.33%
HF HFF Inc0.33%
EXPO Exponent Inc0.32%
TREE LendingTree Inc0.32%
FOE Ferro Corp0.32%
WD Walker & Dunlop Inc0.31%
GTLS Chart Industries Inc0.31%
WDFC WD-40 Co0.29%