DFSV
DFA Investment Dimensions Group Inc.
1 year +23.6%Assets$8.15BDimensional Fund Advisors
Fee0.32%a year
Yield1.4%
This year+18.0%
5 years+0.0%a year on average
Components989top 10: 7%
Returns
This year
+18.0%
1 year
+23.6%
3 years, yearly
+15.7%
5 years, yearly
+0.0%
10 years, yearly
+0.0%
The fund's own total return. Volatility 11.3% over one year, 18.2% over three; Sharpe ratio over three years 0.63.
Sectors
Financial Services28.3%
Industrials15.0%
Consumer Cyclicals13.3%
Energy12.8%
Technology8.0%
Healthcare7.4%
Consumer Defensive5.8%
Basic Materials5.3%
Communication Services2.8%
Real Estate0.8%
Utilities0.6%
Regions
North America95.3%
Latin America1.0%
Asia Emerging0.4%
Europe Developed0.3%
United Kingdom0.2%
Africa/Middle East0.1%
Asia Developed0.1%
Australasia0.0%
Asset classes
Stock US97.2%
Stock non-US2.1%
About the fund
- Issuer
- Dimensional Fund Advisors
- Since
- 2022-02-23
- Listed on
- NYSE ARCA
- ISIN
- US25434V8155
- Turnover
- 0% a year
The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
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.