DFA Emerging Markets Small Cap Portf (DEMSX) Research

This portfolio operates as a feeder fund, primarily channeling virtually all of its capital into its associated master fund, the Emerging Markets Small Cap Series, which is part of the DFA Investment Trust Company. Both the feeder and master funds share identical investment goals and strategic guidelines. As a non-core policy, under normal circumstances, the Emerging Markets Small Cap Series is mandated to invest at least 80% of its net holdings in small-capitalization companies within emerging markets, specifically those securities classified as "Approved Market" within its prospectus.

Market snapshot

Symbol
DEMSX
Price
$29.74
Day change
+0.78%
Market cap
$3.8B
52-week range
24.96-30.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value R5 (AADEX)
  • Baron Emerging Markets Fd Retail Shs (BEXFX)
  • Baron Emerging Markets Fd Inst Shs (BEXIX)
  • Blackstone Alternative Multi-Strategy Y (BXMYX)
  • DFA Intl Sustainability Core 1 (DFSPX)
  • Franklin Managed Income A (FBLAX)
  • Victory Trivalent International Small-Cap CL A (MISAX)
  • Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund (SWLGX)

Open DFA Emerging Markets Small Cap Portf (DEMSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.