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Dfa U.s. Small Cap Value Portfolio Institutional Class (DFSVX)

US Funds

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45.47 +0.26 +0.58%

06/03 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

Morningstar Rating:
Total Assets: 15.11B

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Dfa U.s. Small Cap Value Portfolio Institutional Class Overview

Find basic information about the Dfa U.s. Small Cap Value Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US2332038197)

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Rating

1-Year Change0.29%

Prev. Close45.21

Risk Rating

TTM Yield1.51%

ROE7.65%

IssuerDimensional Fund Advisors

Turnover12%

ROA3.02%

Inception DateMar 02, 1993

Total Assets15.11B

Expenses0.31%

Min. InvestmentN/A

Market Cap3.29B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	975	898	1071	1237	2109	2213
Fund Return	-2.49%	-10.19%	7.15%	7.35%	16.1%	8.27%
Place in category	318	354	261	60	31	73
% in Category	62	71	50	18	12	22

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	34.35B	1.39	11.27	11.79
DFA US Core Equity 2 I	32.16B	1.32	10.85	11.23
DFA International Core Equity I	32.66B	6.16	5.65	5.79
DFA Emerging Markets Core Equity I	27.72B	-0.04	2.01	4.45
DFA US Large Cap Value I	24.05B	4.87	8.28	8.92

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.62B	-0.25	6.65	8.40
DFA US Targeted Value I	12.54B	-1.57	7.25	8.72
Vanguard Small Cap Value Index I	6.03B	-0.25	6.66	8.41
Invesco SmallCapValue Y	3.92B	-0.23	14.87	11.58
Pear Tree Polaris Small Cap Ord	3.83B	0.15	5.88	6.53

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.93	-	-
Taylor Morrison Home	US87724P1066	0.72	61.77	-0.83%
DT Midstream Inc Ordinary Shares	-	0.66	-	-
Invesco	BMG491BT1088	0.64	15.63	-0.76%
Jackson Financial	US46817M1071	0.63	84.48	+1.39%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	45.47	+0.26	+0.58%