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 $27.17B in net assets. DFSVX expense ratio is 0.31%, holding 1018 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1993-03-02.
DFSVX performance shows a YTD return of 14.13%. The 1-year return is 19.19% and the 5-year return is 11.97%. DFSVX dividend yield stands at 1.46%, paid quarterly.
DFSVX top holdings include The Dfa Investment Trust Company (3.0%), Ssc Government Mm Gvmxx 12/31/2030 (1.1%), Hollyfrontier (1.1%), Future On E-Mini S&P 500 Futures 09/18/2026 (1.0%), BorgWarner Inc (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.