DFSTX Mutual Fund

DFSTX Mutual Fund (DFA US Small Cap Portfolio Institutional Class) is managed by Dimensional with $20.21B in net assets. DFSTX expense ratio is 0.27%, holding 2072 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1992-03-19.

DFSTX performance shows a YTD return of 17.73%. The 1-year return is 27.15% and the 5-year return is 8.86%. DFSTX dividend yield stands at 0.97%, 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 (0.4%). Go to all DFSTX holdings, DFSTX sectors, or DFSTX dividends.

DFSTX can be compared against other funds. Use DFSTX overlap to find shared positions, or DFSTX vs another fund for a side-by-side view. DFSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.