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TAX-MANAGED U.S. SMALL CAP PORTFOLIO | DFTSXMutual Fund | |
DFA INVESTMENT DIMENSIONS GROUP INC | |
Last update 2021-11-08 | 1926 Stocks (42 new) |
Value $3.90 Bil | Turnover 1 % |
Portfolio Report |
TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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TAX-MANAGED U.S. SMALL CAP PORTFOLIO Total Holding History ($B)
TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Asset Allocation
TAX-MANAGED U.S. SMALL CAP PORTFOLIO Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Hypothetical Growth since 2021-04-30
TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Holdings Heat Map
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TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Holdings Bubble Chart
TAX-MANAGED U.S. SMALL CAP PORTFOLIO News
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