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DFA US Small Cap Value I DFSVX

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%

Morningstar’s Analysis DFSVX

Will DFSVX outperform in future?

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

A potent and cost-effective small-value strategy.

Senior Analyst

Summary

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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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