DFAS

DFA Investment Dimensions Group Inc.

1 year +14.9%

Assets$15.11BDimensional Fund Advisors

Fee0.27%a year

Yield1.0%

This year+14.3%

5 years+8.2%a year on average

Components2032top 10: 3%

Returns

This year +14.3% 1 year +14.9% 3 years, yearly +16.3% 5 years, yearly +8.2% 10 years, yearly +10.2%

The fund's own total return. Volatility 14.0% over one year, 16.7% over three; Sharpe ratio over three years 0.64.

Sectors

Financial Services19.6%

Industrials18.2%

Technology14.5%

Consumer Cyclicals13.4%

Healthcare13.3%

Energy6.8%

Consumer Defensive4.6%

Basic Materials4.5%

Communication Services2.5%

Utilities2.4%

Real Estate0.5%

Regions

North America101.4%

Latin America0.7%

Europe Developed0.4%

Asia Emerging0.2%

Asia Developed0.1%

United Kingdom0.1%

Africa/Middle East0.0%

Australasia0.0%

Asset classes

Stock US99.8%

Stock non-US1.5%

Other0.0%

About the fund

Issuer: Dimensional Fund Advisors
Since: 1998-12-15
Listed on: NYSE ARCA
ISIN: US25434V5003
Turnover: 4% a year

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 company's market capitalization is the number of its shares outstanding times its price per share. Under a market capitalization weighted approach, companies with higher market capitalizations generally represent a larger proportion of the fund than companies with relatively lower market capitalizations.

From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.