DFSV
Dimensional US Small Cap Value E
DFSV
30,40
3,33 Bil. AUM
0,3% Expense Ratio
29,07 NAV
Dimensional US Small Cap Value E Profile
About Dimensional US Small Cap Value E
The portfolio, using a market capitalization weighted approach, is designed to purchase a broad and diverse group of the readily marketable securities of U.S. small cap companies that the Advisor determines to be value stocks. Under a market capitalization weighted approach, companies with higher market capitalizations generally represent a larger proportion of the portfolio than companies with relatively lower market capitalizations. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of small cap U.S. companies.
- Company
- Holdings
- 979
- CUSIP
Dimensional US Small Cap Value E Sectors
| Industry | Percentage |
|---|---|
| Financial Servic | 28,65% |
| Industrials | 16,49% |
| Consumer Cyclica | 15,11% |
| Energy | 11,03% |
| Technology | 6,82% |
| Basic Materials | 6,25% |
| Consumer Defensi | 5,54% |
| Healthcare | 4,70% |
| Communication Se | 3,31% |
| Real Estate | 1,62% |
| Utilities | 0,48% |