U.S. Micro Cap PortfolioDFSCX

MUTUAL FUNDDimensional
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$7.5B
Expense ratio
0.41%
1-year return
+26.6%
3 years, a year
+17.8%
5 years, a year
+10.4%
Holdings
1,747

What it aims to do.

The investment objective of the U.S. Micro Cap Portfolio (the Portfolio) is to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
JOBY Dimensional Holdings Inc.7.14%
The DFA Investment Trust Company6.92%
AGX Argan Inc1.08%
State Street Global Advisors0.83%
TTMI TTM Technologies Inc0.72%
PLXS Plexus Corp0.59%
POWL Powell Industries Inc0.56%
FBP First BanCorp/Puerto Rico0.43%
ENVA Enova International Inc0.41%
CVSA Covista Inc0.41%

More on DFSCX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.