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 (16), Joel P. Schneider (6), Brendan J. McAndrews (1) | |||
| 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 | 4.42% | |||
| Dividend | DFUKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.29% | |||
| Asset Allocation | DFUKX-NASDAQ | Click to Compare |
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| Cash | 0.40% | |||
| Stock | 99.59% | |||
| U.S. Stock | 2.77% | |||
| Non-U.S. Stock | 96.82% | |||
| 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 | -2.63% | |||
| 30-Day Total Return | 9.61% | |||
| 60-Day Total Return | -5.77% | |||
| 90-Day Total Return | -5.92% | |||
| Year to Date Total Return | 1.60% | |||
| 1-Year Total Return | 16.75% | |||
| 2-Year Total Return | 30.05% | |||
| 3-Year Total Return | 37.37% | |||
| 5-Year Total Return | 14.91% | |||
| 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 | $30.33 | |||
| 1-Month Low NAV | $27.53 | |||
| 1-Month High NAV | $31.40 | |||
| 52-Week Low NAV | $27.09 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $32.24 | |||
| 52-Week High Price (Date) | Feb 20, 2026 | |||
| Beta / Standard Deviation | DFUKX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 18.12 | |||
| Balance Sheet | DFUKX-NASDAQ | Click to Compare |
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| Total Assets | 22.03M | |||
| Operating Ratios | DFUKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.51% | |||
| Turnover Ratio | 19.00% | |||
| Performance | DFUKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.04% | |||
| Last Bear Market Total Return | -15.07% | |||