TM

TAX-MANAGED U.S. SMALL CAP PORTFOLIO | DFTSX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2021-11-08 1926 Stocks (42 new)
Value $3.90 Bil Turnover 1 %
Countries:
Top Holdings: DAR(0.52%)LAD(0.47%)BLDR(0.40%)LPX(0.35%)SAIA(0.35%)
Summary Stock Picks Current Portfolio
TAX-MANAGED U.S. SMALL CAP POR... Top Holdings of 2021-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DAR
Darling Ingredients Inc
292,864
20,339.4
0%
0.520
0%
0.180
+22.03%
+6.89%
5,695.3
Consumer Packaged Goods
LAD
Lithia Motors Inc
48,063
18,474.5
0%
0.470
0%
0.160
+14.77%
-6.44%
8,674.4
Vehicles & Parts
BLDR
Builders FirstSource Inc
321,410
15,643.0
0%
0.400
0%
0.180
+6.48%
-11.93%
13,911.6
Construction
SAIA
Saia Inc
58,858
13,802.2
0%
0.350
0%
0.220
-12.34%
-36.38%
7,721.7
Transportation
LPX
Louisiana-Pacific Corp
206,881
13,629.3
0%
0.350
0%
0.240
+1.97%
-15.38%
6,062.6
Construction
MTZ
MasTec Inc
126,820
13,234.9
0%
0.340
0%
0.170
+44.87%
+26.28%
13,565.0
Construction
CROX
Crocs Inc
125,337
12,548.7
0%
0.320
0%
0.200
+10.89%
-8.96%
5,591.8
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
LSCC
Lattice Semiconductor Corp
243,918
12,271.5
0%
0.310
0%
0.180
+19.34%
-8.07%
7,161.4
Semiconductors
AEO
American Eagle Outfitters Inc
346,847
11,990.5
0%
0.310
0%
0.210
-1.68%
-37.76%
1,741.3
Retail - Cyclical
RRX
Regal Rexnord Corp
82,244
11,878.5
0%
0.300
0%
0.120
+47.51%
-5.62%
9,660.5
Industrial Products

TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Historical Top Holdings Breakdowns

TAX-MANAGED U.S. SMALL CAP PORTFOLIO Total Holding History ($B)

To

TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Asset Allocation

To

TAX-MANAGED U.S. SMALL CAP PORTFOLIO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Holdings Heat Map

Size field:

TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Holdings Bubble Chart

TAX-MANAGED U.S. SMALL CAP PORTFOLIO News

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