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Dfa U.s. Small Cap Portfolio Institutional Class (DFSTX)

US Funds

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42.14 +0.42 +1.01%

14/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 14.17B

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DFSTX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA US Small Cap I (DFSTX) fund. Our DFA US Small Cap I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.14	1.14	0.00
Stocks	98.86	98.86	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.70	15.61
Price to Book	1.81	1.91
Price to Sales	1.08	1.28
Price to Cash Flow	8.02	8.67
Dividend Yield	1.45	1.50
5 Years Earnings Growth	11.85	11.85

Sector Allocation

Name	Net %	Category Average
Financial Services	21.27	17.73
Industrials	19.07	19.36
Technology	14.81	14.55
Consumer Cyclical	14.38	12.23
Healthcare	9.33	11.80
Consumer Defensive	5.66	4.45
Basic Materials	4.98	4.86
Energy	4.62	4.98
Utilities	2.98	2.97
Communication Services	2.25	2.36
Real Estate	0.64	6.70

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,022

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	1.20	-	-
Sprouts Farmers	US85208M1027	0.55	160.27	+1.91%
Carpenter Technology	US1442851036	0.42	173.02	+1.25%
UMB Financial	US9027881088	0.35	88.74	+2.71%
South State	US8404411097	0.34	82.84	+1.71%
Applied Industrial Technologies	US03820C1053	0.32	226.36	+0.25%
Mueller Industries	US6247561029	0.30	73.74	-0.51%
Exelixis	US30161Q1040	0.27	35.74	+1.22%
Beacon Roofing	US0736851090	0.26	123.38	+0.19%
Kyndryl Holdings Inc Ordinary Shares	-	0.26	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	31.72B	-4.16	8.28	11.24
DFA International Core Equity I	31.07B	7.11	6.01	6.08
DFA US Core Equity 2 I	29.81B	-4.23	7.97	10.66
DFA Emerging Markets Core Equity I	26.09B	1.09	2.85	4.75
DFA US Large Cap Value I	22.21B	2.29	6.72	8.86

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