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Dfa U.s. Small Cap Value Portfolio Institutional Class (DFSVX)

US Funds

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49.68 +0.73 +1.49%

04/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 16.58B

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DFSVX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA US Small Cap Value I (DFSVX) fund. Our DFA US Small Cap Value 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	0.51	0.51	0.00
Shares	99.49	99.49	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.34	13.16
Price to Book	1.15	1.49
Price to Sales	0.79	1.00
Price to Cash Flow	6.55	7.43
Dividend Yield	1.94	2.08
5 Years Earnings Growth	9.95	10.99

Sector Allocation

Name	Net %	Category Average
Financial Services	29.60	24.86
Industrials	16.68	17.32
Consumer Cyclical	15.62	12.39
Energy	10.43	6.62
Technology	6.83	10.16
Basic Materials	6.74	5.92
Consumer Defensive	5.60	4.04
Healthcare	4.23	6.43
Communication Services	2.67	2.46
Real Estate	1.22	7.85
Utilities	0.37	3.50

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,023

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Taylor Morrison Home	US87724P1066	0.80	64.80	+0.90%
United States Steel	US9129091081	0.69	37.92	+0.32%
Jackson Financial Inc	-	0.67	-	-
DT Midstream Inc Ordinary Shares	-	0.65	-	-
Invesco	BMG491BT1088	0.61	18.73	+1.85%
First Horizon National	US3205171057	0.60	22.04	+1.24%
FNB	US3025201019	0.60	15.68	+0.55%
Assured Guaranty	BMG0585R1060	0.60	93.41	+0.94%
Commercial Metals	US2017231034	0.59	48.67	+1.52%
Prosperity Bancshares	US7436061052	0.58	80.69	+0.55%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.22B	21.35	8.24	11.96
DFA US Core Equity 2 I	34.04B	20.27	7.92	11.38
DFA International Core Equity I	30.97B	3.99	1.87	5.78
DFA Emerging Markets Core Equity I	27.1B	7.32	1.18	4.84
DFA US Large Cap Value I	24.7B	12.75	5.80	8.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	49.68	+0.73	+1.49%