DFA U.S. Small Cap Value Portfolio
DFSVX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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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
- 1299 Ocean Avenue, 11th FloorSanta Monica,CA 90401United States MD United States of America
- IPO Date
- Feb 26, 1993
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- Dimensional Fund Advisors, L.P. (DFA) operates as an investment management firm that applies financial science and academic research to deliver systematic active investment strategies, including equity, fixed income, and multi-asset solutions for institutional and individual investors through financial advisors. The firm offers a broad range of mutual funds such as the DFA U.S. Small Cap Value Portfolio (DFSVX), which seeks long-term capital appreciation by investing at least 80% of its net assets in securities of small cap U.S. companies exhibiting value characteristics, including low price-to-book ratios and high profitability; other core offerings encompass U.S. core equity, international small cap, emerging markets, real estate, and fixed income portfolios, alongside target date funds, ETFs, and customized index-linked annuity solutions. DFA serves financial professionals and their clients across segments like retirement plans, endowments, and high-net-worth individuals, with geographic operations spanning North America, Europe (including U.K., Germany, Netherlands), Asia (Singapore, Japan), and Australia. Founded in 1981 by David Booth, Rex Sinquefield, and Larry Klotz, DFA maintains its global headquarters in Austin, Texas, with additional U.S. offices in Charlotte, North Carolina, and Santa Monica, California, and 15 international locations worldwide. In recent developments, DFA announced a collaboration with Midland National Life Insurance Company in May 2025 to deliver new ETF-based custom index annuity solutions, enhancing registered index-linked annuity (RILA) offerings with the Dimensional US Equity Core Plus Index linked to active ETFs. The U.S. Securities and Exchange Commission approved the launch of ETF share classes for 13 mutual funds in November 2025, expanding access to Dimensional's strategies. Additionally, in November 2025, DFA listed its first active UCITS ETFs on the London Stock Exchange and Xetra in Frankfurt, supported by State Street as service provider, marking further European expansion; the firm also renewed its transfer agent relationship with SS&C in March 2025 and continues to grow its systematic active ETF suite. As of late 2025, DFA manages approximately $915 billion in firmwide assets under management.