Nasdaq - Delayed Quote USD
DFA Tax Managed U.S. Small Cap Portfolio (DFTSX)
59.24
+0.54
+(0.92%)
At close: June 11 at 8:02:51 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Protected Investors of America
- Comerica Bank
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- TD Ameritrade Institutional Services
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- CommonWealth PPS
- LPL SAM Eligible - 6.18.2020
- Fidelity Institutional FundsNetwork
- DATALynx
- Schwab RPS SDE
- Schwab Institutional Only
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- TRUSTlynx
- WFA MF Advisory Updated 4/1/2014
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Schwab RPS All
- Scottrade TF
- Scottrade NTF
- Matrix Financial Solutions
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- WFA Fdntl Choice/PIM Updated 4/1/2014
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Vanguard TF
- DailyAccess Corporation Schwab
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC
- LPL SWM - 6.18.2020
- Pershing Retirement Plan Network
- Commonwealth (NTF)
- Commonwealth (PPS/Advisory)
Fund Summary
The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of securities of U.S. small cap companies. 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.
Fund Overview
| Category | Small Blend |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 3.98B |
| YTD Return | 22.04% |
| Yield | 0.75% |
| Morningstar Rating | |
| Inception Date | Dec 15, 1998 |
Performance & Risk
| YTD Return | 11.43% |
| 5y Average Return | 7.61% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.25 |
| Morningstar Risk Rating |
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