DFSVX Mutual Fund

DFSVX Mutual Fund (DFA US Small Cap Value Portfolio) is managed by Dimensional with $19.87B 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 21.34%. The 1-year return is 34.40% and the 5-year return is 11.91%. DFSVX dividend yield stands at 1.50%, paid quarterly.

DFSVX top holdings include Dfa Short Term Investment Fund (3.4%), The Dfa Investment Trust Company (3.4%), State Street Institutional US Government Money Market Fund (1.1%), Elanco Animal Health, Inc Cvr (0.9%), BorgWarner Inc (0.8%). 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.