DFSTX Mutual Fund
DFSTX Mutual Fund
DFA US Small Cap Portfolio Institutional Class
DFSTX Mutual Fund Overview
DFSTX Mutual Fund (DFA US Small Cap Portfolio Institutional Class) is managed by Dimensional with $19.84B in net assets. DFSTX expense ratio is 0.27%, holding 2072 positions across sectors including Unknown, Financials, Industrials. Inception date: 1992-03-19.
DFSTX performance shows a YTD return of 18.57%. The 1-year return is 31.10% and the 5-year return is 8.92%. DFSTX dividend yield stands at 0.95%, paid quarterly.
DFSTX top holdings include The Dfa Investment Trust Company (8.2%), Dfa Short Term Investment Fund (8.1%), State Street Institutional US Government Money Market Fund (1.1%), Kratos Defense & Security Solutions Inc (0.4%), Ies Holdings, Inc. (0.4%). View all DFSTX holdings, sector breakdown, or dividend history.
DFSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.