Nasdaq - Delayed Quote USD

DFA U.S. Small Cap Growth Portfolio (DSCGX)

28.24
+0.93
+(3.41%)
At close: 8:04:13 PM EDT
Loading Chart for DSCGX
  • Previous Close 27.31
  • YTD Return -8.28%
  • Expense Ratio 0.32%
  • Category Small Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.39B
  • Beta (5Y Monthly) 1.16
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.05
  • Inception Date Dec 20, 2012

The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.

Dimensional Fund Advisors

Fund Family

Small Growth

Fund Category

1.39B

Net Assets

2012-12-20

Inception Date

Performance Overview: DSCGX

View More

Trailing returns as of 5/12/2025. Category is Small Growth.

YTD Return

DSCGX
8.28%
Category
12.40%
 

1-Year Return

DSCGX
2.46%
Category
55.69%
 

3-Year Return

DSCGX
7.51%
Category
19.34%
 

5-Year Return

DSCGX
14.39%
Category
20.72%
 

People Also Watch

Holdings: DSCGX

View More

Sector Weightings

SectorDSCGX
Industrials   25.75%
Technology   18.55%
Healthcare   12.09%
Energy   3.11%
Real Estate   0.32%
Utilities   0.05%

Recent News: DSCGX

View More

Research Reports: DSCGX

View More

Top Mutual Funds