DFA U.S. Small Cap Value Portfolio (DFSVX) Research
The portfolio primarily allocates a minimum of 80% of its total capital to equities of smaller U.S. companies with a value orientation. Additionally, the fund may engage in the buying or selling of derivative instruments, such as futures contracts and options on futures, tied to U.S. stocks and market benchmarks. This strategy allows it to modulate its overall market exposure, either increasing or decreasing it, based on actual or projected capital movements into or out of the fund.
Market snapshot
- Symbol
- DFSVX
- Price
- $59.98
- Day change
- +0.96%
- Market cap
- $18.7B
- 52-week range
- 45.44-61.25
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DFA U.S. Targeted Value Portfolio (DFFVX)
- DFA International Small Company Portfolio (DFISX)
- DFA US Small Cap I (DFSTX)
- DFA US Large Company Portfolio (DFUSX)
- 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 U.S. Small Cap Value Portfolio (DFSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.