Dfa Small Fund Quote
| DSCGX Fund | USD 26.92 0.17 0.63% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dfa - is trading at 26.92 as of the 22nd of March 2025; that is 0.63 percent down since the beginning of the trading day. The fund's open price was 27.09. Dfa - has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. More on Dfa Small
Moving against Dfa Mutual Fund
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Growth Funds, Small Growth, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 2025 |
Dfa Small [DSCGX] is traded in USA and was established 22nd of March 2025. Dfa - is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 656.4 M in assets under management (AUM) with no minimum investment requirementsDfa Small is currently producing year-to-date (YTD) return of 3.27% with the current yeild of 0.01%, while the total return for the last 3 years was 7.18%.
Check Dfa - 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 Dfa 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 Dfa 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 Dfa Small 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.
Top Dfa Small Mutual Fund Constituents
| NSP | Insperity | Stock | Industrials | |
| TXRH | Texas Roadhouse | Stock | Consumer Discretionary | |
| TTD | Trade Desk | Stock | Information Technology | |
| LPX | Louisiana Pacific | Stock | Materials | |
| INCR | INC Research Holdings | Stock | Health Care | |
| LSCC | Lattice Semiconductor | Stock | Information Technology | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| SAM | Boston Beer | Stock | Consumer Staples |
Dfa Small Risk Profiles
| Mean Deviation | 0.9123 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 | |||
| Risk Adjusted Performance | (0.13) |
Dfa - Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa - financial ratios help investors to determine whether Dfa 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 Dfa with respect to the benefits of owning Dfa - security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |