DFA U.S. Micro Cap Portfolio Institutional Class
DFSCX
NASDAQ
| Weiss Ratings | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (14), Joel P. Schneider (10), Marc C. Leblond (6) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | DFA U.S. Micro Cap Portfolio Institutional Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Dec 23, 1981 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.96% | |||
| Dividend | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.36% | |||
| Stock | 98.64% | |||
| U.S. Stock | 96.75% | |||
| Non-U.S. Stock | 1.89% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.59% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | -0.36% | |||
| 90-Day Total Return | 4.87% | |||
| Year to Date Total Return | 5.43% | |||
| 1-Year Total Return | 34.29% | |||
| 2-Year Total Return | 26.32% | |||
| 3-Year Total Return | 47.70% | |||
| 5-Year Total Return | 43.98% | |||
| Price | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $33.10 | |||
| 1-Month Low NAV | $31.70 | |||
| 1-Month High NAV | $34.07 | |||
| 52-Week Low NAV | $23.12 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.52 | |||
| 52-Week High Price (Date) | Feb 09, 2026 | |||
| Beta / Standard Deviation | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.23 | |||
| Standard Deviation | 18.89 | |||
| Balance Sheet | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 7.11B | |||
| Operating Ratios | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.41% | |||
| Turnover Ratio | 9.00% | |||
| Performance | DFSCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.67% | |||
| Last Bear Market Total Return | -13.81% | |||