DFSTX Mutual Fund

DFSTX Mutual Fund (DFA US Small Cap Portfolio Institutional Class) is managed by Dimensional with $34.19B in net assets. DFSTX expense ratio is 0.27%, holding 2072 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1992-03-19.

DFSTX performance shows a YTD return of 11.32%. The 1-year return is 14.36% and the 5-year return is 8.73%. DFSTX dividend yield stands at 0.98%, paid quarterly.

DFSTX top holdings include The Dfa Investment Trust Company (6.9%), Future On E-Mini S&P 500 Futures 09/18/2026 (1.4%), Ssc Government Mm Gvmxx 12/31/2030 (1.4%), Ies Holdings, Inc. (0.6%), Moog Inccommon Stock (0.3%). Go to all DFSTX holdings, DFSTX sectors, or DFSTX dividends.

DFSTX can be compared against other funds. Use DFSTX overlap to find shared positions, or DFSTX vs another fund for a side-by-side view. DFSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.