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

US Funds

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48.75 -0.02 -0.04%

21/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 15.51B

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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	0.70	1.04	0.34
Shares	99.30	99.30	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.30	12.87
Price to Book	1.02	1.44
Price to Sales	0.67	0.99
Price to Cash Flow	5.31	7.06
Dividend Yield	2.42	2.22
5 Years Earnings Growth	10.59	10.88

Sector Allocation

Name	Net %	Category Average
Financial Services	30.79	25.36
Industrials	16.67	16.90
Consumer Cyclical	15.11	12.60
Energy	9.28	6.25
Technology	7.76	10.41
Healthcare	5.63	6.45
Basic Materials	5.61	5.71
Consumer Defensive	5.56	3.96
Communication Services	2.29	2.33
Real Estate	0.97	7.95
Utilities	0.34	3.72

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,053

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	-	0.96	-	-
Lithia Motors	US5367971034	0.70	325.35	+5.59%
MGIC Investment	US5528481030	0.68	28.04	+1.82%
Comstock Resources	US2057683029	0.64	15.430	-1.22%
Webster Financial	US9478901096	0.63	61.35	+5.45%
BorgWarner	US0997241064	0.63	42.81	+2.32%
HF Sinclair	US4039491000	0.62	48.05	+4.34%
Old National Bancorp	US6800331075	0.61	22.66	+5.57%
WESCO	US95082P1057	0.60	221.45	+4.94%
Taylor Morrison Home	US87724P1066	0.60	69.30	+5.29%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.21B	7.24	15.30	12.41
DFA International Core Equity I	34.69B	20.01	13.74	7.01
DFA US Core Equity 2 I	34.37B	7.10	14.86	11.91
DFA Emerging Markets Core Equity I	30.45B	15.37	11.94	6.84
DFA US Large Cap Value I	23.54B	5.41	10.28	9.06

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