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DFSTX
Mutual Fund ticker: NASDAQ
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DFA US Small Cap I (DFSTX) Ownership - Who owns DFA US Small Cap I?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

Profile

Category
Small Blend
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
0.27
Min. Initial Investment
N/A
Fund Existence
about 33 years
Turnover
6.00
Front Load
N/A
Net Assets
15582192000.00
Manager Tenure
N/A

Fundamentals

DFSTX
Net Assets
15.6B
Fund Existence
about 33 years
Turnover
6.00
Total Expense Ratio
0.27
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.28
Assets in Top Ten Holdings
648M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
15.6B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.25
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
2031.00
Number of Net Holdings
2031.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
4.17%
Gain YTD
-4.373
Annual Yield % from dividends
1.14
Returns for 1 year
3.65
Returns for 3 years
13.53
Returns for 5 years
55.60
Returns for 10 years
51.01
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General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com