DFA International Small Company Portfolio (DFISX) Research

Under typical market conditions, the DFA International Small Company Portfolio aims to allocate at least 80% of its net assets to small company securities. This allocation is primarily achieved through its investments in various underlying funds, and this guideline is considered a flexible policy rather than a strict, fundamental mandate. Furthermore, both the Portfolio and its underlying funds are authorized to invest in a range of money market funds—whether affiliated or unaffiliated, registered or unregistered—to efficiently manage cash awaiting deployment into other securities or to maintain sufficient liquidity for shareholder redemptions and other operational purposes.

Market snapshot

Symbol
DFISX
Price
$27.64
Day change
0.00%
Market cap
$16.2B
52-week range
22.87-28.42
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Six Circles Tax Aware Bond (CBTAX)
  • DFA Investment Grade I (DFAPX)
  • DFA Emerging Markets Value Portfolio (DFEVX)
  • DFA U.S. Targeted Value Portfolio (DFFVX)
  • DFA US Large Company Portfolio (DFUSX)
  • DFA International Small Cap Value Portfolio (DISVX)
  • JPMorgan Mid Cap Growth R5 (JMGFX)
  • Lazard Emerging Markets Equity Portfolio (LZOEX)

Open DFA International Small Company Portfolio (DFISX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.