DFA US Small Cap I (DFSTX) Research

This fund allocates its investments across a wide and diverse array of easily tradable stocks issued by smaller American companies. Its portfolio construction adheres to a market capitalization weighting methodology. Market capitalization is precisely defined as a company's total outstanding shares multiplied by its current share price. As a result, within this capitalization-weighted framework, companies boasting higher market valuations will inherently command a larger allocation within the fund's holdings compared to those with comparatively lower market values.

Market snapshot

Symbol
DFSTX
Price
$60.92
Day change
+1.45%
Market cap
$19.3B
52-week range
46.71-61.01
Sector
Financial Services
Industry
Asset Management

Peer companies

  • DFA U.S. Targeted Value Portfolio (DFFVX)
  • DFA International Small Company Portfolio (DFISX)
  • DFA U.S. Small Cap Value Portfolio (DFSVX)
  • Fidelity Select Technology Portfolio (FSPTX)
  • Lazard Emerging Markets Equity Portfolio (LZOEX)
  • MFS Mid Cap Growth I (OTCIX)
  • Lazard Emerging Markets Equity Portfolio R6 Shares (RLEMX)
  • Templeton Growth Fd, Inc. Class A (TEPLX)

Open DFA US Small Cap I (DFSTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.