DFSVX Mutual Fund
DFSVX Mutual Fund
DFSVX Mutual Fund
DFA US Small Cap Value Portfolio
DFSVX Mutual Fund Overview
DFSVX Mutual Fund (DFA US Small Cap Value Portfolio) is managed by Dimensional with $27.08B in net assets. DFSVX expense ratio is 0.31%, holding 1030 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1993-03-02.
DFSVX performance shows a YTD return of 19.96%. The 1-year return is 27.41% and the 5-year return is 11.23%. DFSVX dividend yield stands at 1.39%, paid quarterly.
DFSVX top holdings include Future On E-Mini S&P 500 Futures 09/18/2026 (1.3%), Ssc Government Mm Gvmxx 12/31/2030 (1.0%), Hollyfrontier (1.0%), BorgWarner Inc (0.9%), Invesco Ltd (0.9%). Go to all DFSVX holdings, DFSVX sectors, or DFSVX dividends.
DFSVX can be compared against other funds. Use DFSVX overlap to find shared positions, or DFSVX vs another fund for a side-by-side view. DFSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.