DFA U.S. Micro Cap Portfolio Institutional Class
DFSCX
NASDAQ
| Weiss Ratings | DFSCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DFSCX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (13), Joel P. Schneider (10), Marc C. Leblond (5) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFSCX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.97% | |||
| Dividend | DFSCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.66% | |||
| Asset Allocation | DFSCX-NASDAQ | Click to Compare |
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| Cash | 0.82% | |||
| Stock | 99.18% | |||
| U.S. Stock | 97.34% | |||
| Non-U.S. Stock | 1.84% | |||
| 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 |
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| 7-Day Total Return | -0.32% | |||
| 30-Day Total Return | 9.20% | |||
| 60-Day Total Return | 3.99% | |||
| 90-Day Total Return | 12.01% | |||
| Year to Date Total Return | 5.73% | |||
| 1-Year Total Return | 10.39% | |||
| 2-Year Total Return | 26.64% | |||
| 3-Year Total Return | 41.41% | |||
| 5-Year Total Return | 103.11% | |||
| Price | DFSCX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $30.48 | |||
| 1-Month Low NAV | $28.43 | |||
| 1-Month High NAV | $30.79 | |||
| 52-Week Low NAV | $23.12 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.83 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | DFSCX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 21.56 | |||
| Balance Sheet | DFSCX-NASDAQ | Click to Compare |
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| Total Assets | 6.80B | |||
| Operating Ratios | DFSCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.41% | |||
| Turnover Ratio | 9.00% | |||
| Performance | DFSCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.67% | |||
| Last Bear Market Total Return | -13.81% | |||