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Morningstar

DFA US Small Cap Value I DFSVX

Morningstar Analyst Rating
Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 43.71  /  0.23 %
  • Total Assets 15.1 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.17%
  • Turnover 23%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis DFSVX

Will DFSVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFSVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent and cost-effective small-value strategy.

Senior Analyst

Summary

| by Daniel Sotiroff

DFA U.S. Small-Cap Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn a Morningstar Analyst Rating of Silver.

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