DFSVX Mutual Fund
DFSVX Mutual Fund
DFA US Small Cap Value Portfolio
DFSVX Mutual Fund Overview
DFSVX Mutual Fund (DFA US Small Cap Value Portfolio) is managed by Dimensional with $19.06B in net assets. DFSVX expense ratio is 0.31%, holding 1018 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1993-03-02.
DFSVX performance shows a YTD return of 19.30%. The 1-year return is 33.18% and the 5-year return is 10.94%. DFSVX dividend yield stands at 1.54%, paid quarterly.
DFSVX top holdings include Dfa Short Term Investment Fund (3.4%), DFA Investment Trust Co. (3.4%), State Street Institutional US Government Money Market Fund (1.1%), Elanco Animal Health, Inc Cvr (0.9%), BorgWarner Inc (0.8%). View all DFSVX holdings, sector breakdown, or dividend history.
DFSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.