Us Small Cap Fund Quote

DFSTX Fund  USD 56.99  0.58  1.03%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Us Small is trading at 56.99 as of the 17th of February 2026; that is 1.03 percent up since the beginning of the trading day. The fund's open price was 56.41. Us Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 19th of November 2025 and ending today, the 17th of February 2026. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A companys market capitalization is the number of its shares outstanding times its price per share. More on Us Small Cap

Moving together with DFSTX Mutual Fund

  0.93DIHRX Intal High RelativePairCorr
  0.93DILRX Dfa InternationalPairCorr
  0.95DISVX Dfa International SmallPairCorr
  0.95DISMX Dfa InternationalPairCorr
  0.94DMNBX Dfa Mn MunicipalPairCorr

DFSTX Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Small Blend Funds, Small Blend, Dimensional Fund Advisors, Large, Small Blend (View all Sectors)
Update Date31st of December 2025
Us Small Cap [DFSTX] is traded in USA and was established 17th of February 2026. Us Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 19.17 B in assets under management (AUM) with no minimum investment requirementsUs Small Cap is currently producing year-to-date (YTD) return of 9.85% with the current yeild of 0.01%, while the total return for the last 3 years was 12.8%.
Check Us Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DFSTX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DFSTX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Us Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Us Small Top Holders

SPUSXSymmetry Panoramic EquityMutual FundLarge Blend
FMUEXFree Market EquityMutual FundMid-Cap Value
DGLIXGlobal SmallMutual FundWorld Small/Mid Stock
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
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Us Small Cap Risk Profiles

Us Small Against Markets

DFSTX Mutual Fund Analysis Notes

The fund retains 99.12% of assets under management (AUM) in equities. Us Small Cap last dividend was 0.1 per share. Large To learn more about Us Small Cap call the company at 888-576-1167.

Us Small Cap Investment Alerts

Latest headline from news.google.com: Is DFA US Small Cap Institutional a Strong Mutual Fund Pick Right Now - MSN
The fund retains 99.12% of its assets under management (AUM) in equities

Top Us Small Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Us Small

Have you ever been surprised when a price of an equity instrument such as Us Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Us Small Cap backward and forwards among themselves. Us Small's institutional investor refers to the entity that pools money to purchase Us Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
SPUSXSymmetry Panoramic EquityMutual FundLarge Blend
FMUEXFree Market EquityMutual FundMid-Cap Value
DGLIXGlobal SmallMutual FundWorld Small/Mid Stock
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
More Details
Note, although Us Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Us Small Outstanding Bonds

Us Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Us Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most DFSTX bonds can be classified according to their maturity, which is the date when Us Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Us Small Predictive Daily Indicators

Us Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Us Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Us Small Forecast Models

Us Small's time-series forecasting models are one of many Us Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Us Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in DFSTX Mutual Fund

Us Small financial ratios help investors to determine whether DFSTX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in DFSTX with respect to the benefits of owning Us Small security.
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