DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class

This is an open ended mutual fund. The investment seeks to achieve long-term capital appreciation. The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

As of 08/15/2022

Mutual Fund Information
Sponsor:     DFA Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     03/02/1993
Market cap:     $10,400,000,000
Current yield:     0.00%
Fees:     0.5100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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