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DFA US Small Cap I DFSTX

Analyst rating as of
NAV / 1-Day Return
46.35  /  0.11 %
Total Assets
16.1 Bil
Adj. Expense Ratio
0.330%
Expense Ratio
0.330%
Fee Level
Low
Longest Manager Tenure
9.89 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.94%
Turnover
12%
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Morningstar’s Analysis

Will DFSTX outperform in future?

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A solid quantitative approach to small-cap stocks.

Associate Analyst

Summary

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DFA U.S. Small Cap provides a quality portfolio of small-cap U.S. stocks employing Dimensional Fund Advisors’ time-tested quantitative approach. However, fee competition is stiff in its category, and the fund’s relatively higher fee limits its Morningstar Analyst Rating to Silver.

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