What is the parent pillar of DFSCX?
The Parent Pillar is our rating of DFSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
What is a DFA trader?
DFA’s traders build on that cost-effective approach. They select trades from an eligible pool provided by the fund’s portfolio managers. Traders can substitute a given stock for another with similar size and value characteristics, and they can trade patiently to further cut back on transaction costs and taxes.
What is DFA micro cap?
DFA U.S. Micro Cap Portfolio offers broad exposure to the smallest stocks listed in the U.S. market. Its well-diversified portfolio and cost-effective execution earn a Morningstar Analyst Rating of Silver.
How many stocks does Morningstar have?
The portfolio is among the broadest and most diversified in the small-blend Morningstar Category. It holds more than 1,600 stocks, and its 10 largest positions represent about 4% of assets. The fund’s price/book ratio has consistently been similar to the Russell 2000 Index's. But avoiding stocks with poor profitability tilts the portfolio toward more profitable names, on average.
When did the DFA cut the management fee?
DFA cut the fund’s management fee in February 2020 and followed with a second reduction in February 2021. Its 0.44% expense ratio lands in the cheapest quintile of the small-blend category and should provide a long-term edge.
Will DFSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Mutual Funds Research & Tools
Research similar Mutual Funds with higher ranks and performance ratings.
Fund Description
The fund was incepted in December 1981 and is managed by Dimensional Fund Advisors Inc. The fund seeks long-term growth of capital. The fund is designed to capture the returns and diversification benefits of a broad cross-section of US small companies, on a market cap-weighted basis.