DFA United Kingdom Small Company Portfolio Institutional Class
DFUKX
NASDAQ
| Weiss Ratings | DFUKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DFUKX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (15), Joel P. Schneider (5), Brendan J. McAndrews (0) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFUKX-NASDAQ | Click to Compare |
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| Fund Name | DFA United Kingdom Small Company Portfolio Institutional Class | |||
| Category | Miscellaneous Region | |||
| Sub-Category | Equity Miscellaneous | |||
| Prospectus Objective | Europe Stock | |||
| Inception Date | Mar 04, 1986 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFUKX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.98% | |||
| Dividend | DFUKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.72% | |||
| Asset Allocation | DFUKX-NASDAQ | Click to Compare |
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| Cash | 1.25% | |||
| Stock | 98.75% | |||
| U.S. Stock | 2.76% | |||
| Non-U.S. Stock | 95.99% | |||
| 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 | DFUKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.32% | |||
| 30-Day Total Return | 3.95% | |||
| 60-Day Total Return | 1.32% | |||
| 90-Day Total Return | 2.35% | |||
| Year to Date Total Return | 18.55% | |||
| 1-Year Total Return | 15.40% | |||
| 2-Year Total Return | 30.92% | |||
| 3-Year Total Return | 46.17% | |||
| 5-Year Total Return | 33.06% | |||
| Price | DFUKX-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 | DFUKX-NASDAQ | Click to Compare |
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| Nav | $29.14 | |||
| 1-Month Low NAV | $27.45 | |||
| 1-Month High NAV | $29.55 | |||
| 52-Week Low NAV | $23.03 | |||
| 52-Week Low NAV (Date) | Apr 07, 2025 | |||
| 52-Week High NAV | $30.62 | |||
| 52-Week High Price (Date) | Jun 26, 2025 | |||
| Beta / Standard Deviation | DFUKX-NASDAQ | Click to Compare |
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| Beta | 1.21 | |||
| Standard Deviation | 16.81 | |||
| Balance Sheet | DFUKX-NASDAQ | Click to Compare |
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| Total Assets | 23.03M | |||
| Operating Ratios | DFUKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.51% | |||
| Turnover Ratio | 23.00% | |||
| Performance | DFUKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.90% | |||
| Last Bear Market Total Return | -15.07% | |||