Dfa U.s. Micro Cap Portfolio: (MF: DFSCX)
(NASDAQ Mutual Funds) As of Dec 11, 2025 05:14 PM ET
$32.64 USD
+0.34 (1.05%)
Fund Description
The fund employs an integrated investment approach that incorporates research, portfolio design, management, and trading functions to achieve its investment objectives. It focuses on long-term drivers of expected returns, maintaining risk balance through broad diversification across companies and sectors. Utilizing a market capitalization weighted strategy, the fund invests primarily in U.S. micro cap companies, defined as those in the lowest 5% of total market capitalization or below the 1,500th largest U.S. company. The fund may emphasize stocks with lower relative prices and higher profitability. It maintains that at least 80% of its net assets are in micro cap securities and employs a flexible trading methodology to optimize market liquidity and manage costs.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| DFA US Micro Cap Instl | DFSCX | NA | NA | 0.00 | 0.00 | 0.38 | 0.42 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| DFA US Micro Cap Portfolio | DFSCX | 32.64 | 12/22/1981 | 0.96 | 0.35 | 10.58 | 12.67 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| DFA US Micro Cap Instl | DFSCX | 0 | 0 | 0 | Q |
Contact Information
| Family | Dimensional |
| Address | 6300 Bee Cave Rd, Bldg 1, Palisades W Austin, TX 78746 |
| Phone | 888 576-1167 |