DFA US Small Cap I
DFSTX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Santa Monica CA 90401 Santa Monica CA United States of America 90401
- IPO Date
- Mar 19, 1992
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- DFA US Small Cap Portfolio Institutional Class (DFSTX) is an actively managed open-end mutual fund offered by Dimensional Fund Advisors L.P. that seeks long-term capital appreciation by purchasing a broad and diverse group of readily marketable securities of U.S. small cap companies using a market capitalization weighted approach. The fund invests primarily in growth and value stocks of small-cap companies, with approximately 97% allocation to U.S. stocks, minor exposure to non-U.S. stocks, and minimal cash holdings; it benchmarks performance against the Russell 2000 Index and maintains a low turnover rate of around 6% and a net expense ratio of 0.27%. DFSTX forms part of Dimensional's systematic investment strategies that emphasize factor-based investing, including small cap premium, value, and profitability factors, integrated with advanced portfolio design and trading. Dimensional Fund Advisors provides a comprehensive suite of equity and fixed income mutual funds, exchange-traded funds (ETFs), separately managed accounts, and model portfolios to institutional investors, financial advisors, and high-net-worth individuals; these offerings span U.S. and international equities, emerging markets, core equity strategies, and fixed income solutions with a focus on low-cost, diversified, evidence-based approaches grounded in academic research from Nobel laureates like Eugene Fama and Kenneth French. The firm targets long-term outperformance over benchmarks through flexible trading that tilts toward smaller and value-oriented securities rather than rigid market-cap weighting. Founded in 1981 in Chicago (originally Brooklyn per some accounts) by David Booth, Rex Sinquefield, and Larry Klotz, Dimensional Fund Advisors is a privately held investment firm headquartered in Austin, Texas, with over 1,600 employees managing approximately $679 billion in assets as of late 2021 (with continued growth); it operates 15 offices across the U.S., Canada, U.K., Germany, Netherlands, Australia, Singapore, Japan, and additional U.S. locations in Charlotte, North Carolina, and Santa Monica, California. Recent developments include a January 2025 partnership with Prudential Financial and Fiduciary Exchange (FIDx) to integrate Dimensional's systematic strategies into protected lifetime income products via managed accounts and annuities, expanding access for retirees. In March 2025, Dimensional renewed and extended its transfer agency agreement with SS&C Global Investor and Distribution Services for U.S. '40 Act mutual funds and U.K. operations, enhancing client servicing capabilities. The firm launched its first actively managed UCITS ETFs in Europe in late 2025, supported by State Street as service provider for custody, fund accounting, and ETF operations, listed on the London Stock Exchange and Xetra in Frankfurt, following prior expansions in Australia and the U.S.