Nasdaq - Delayed Quote USD

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

28.14
0.00
(0.00%)
As of 8:09:08 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.01%
5y Average Return 12.31%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Jun 5, 2025) 42.73%
Worst 1Y Total Return (Jun 5, 2025) --
Best 3Y Total Return 42.73%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DSCGX
Category
YTD
-2.88%
12.40%
1-Month
5.88%
3.37%
3-Month
-1.27%
4.88%
1-Year
3.30%
55.69%
3-Year
9.34%
19.34%
5-Year
13.86%
20.72%
10-Year
8.82%
13.98%
Last Bull Market
20.88%
27.85%
Last Bear Market
-14.17%
-24.06%

Annual Total Return (%) History

Jahr
DSCGX
Category
2025
--
--
2024
13.85%
--
2023
21.24%
--
2022
-17.77%
--
2021
25.93%
--
2020
19.34%
38.62%
2019
26.16%
27.68%
2018
-12.34%
-5.76%

2017
16.21%
21.50%
2016
17.13%
11.20%
2015
-1.61%
-2.41%
2014
4.23%
2.44%
2013
42.73%
40.91%

Past Quarterly Returns

JahrQ1Q2Q3Q4
2025 -6.82% -- -- --
2024 8.69% -3.20% 8.57% -0.33%
2023 7.68% 5.87% -4.47% 11.32%
2022 -9.75% -14.17% -3.28% 9.75%
2021 12.07% 4.57% -0.99% 8.53%
2020 -30.33% 27.16% 6.79% 26.14%
2019 14.23% 3.77% -1.25% 7.79%
2018 -1.37% 5.92% 5.08% -20.14%
2017 2.46% 2.84% 4.72% 5.31%
2016 1.37% 1.40% 5.69% 7.82%

2015 5.84% 0.81% -10.23% 2.74%
2014 -0.58% 2.22% -5.79% 8.87%
2013 11.58% 4.39% 11.24% 10.15%

Rank in Category (By Total Return)

YTD 20
1-Month 51
3-Month 27
1-Year 44
3-Year 17
5-Year 6

Load Adjusted Returns

1-Year 3.30%
3-Year 9.34%
5-Year 13.86%
10-Year 8.82%

Performance & Risk

YTD Return -2.01%
5y Average Return 12.31%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Dimensional Fund Advisors
Net Assets 1.48B
YTD Return -2.88%
Yield 0.67%
Morningstar Rating
Inception Date Dec 20, 2012

Fund Summary

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.

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