US

U.S. Small Cap Growth Portfolio

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-06-28 536 Stocks (16 new)
Value $1.39 Bil Turnover 13 %
Countries:
Top Holdings: SFM(1.45%)EHC(0.78%)SGI(0.75%)MUSA(0.69%)CRS(0.67%)
Summary Stock Picks Current Portfolio
U.S. Small Cap Growth Portfoli... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SFM
Sprouts Farmers Market Inc
117,824
20,147.9
0%
1.450
0%
0.120
+3.43%
+30.36%
16,210.3
Retail - Defensive
EHC
Encompass Health Corp
92,983
10,878.1
+13.02%
0.780
+0.09%
0.090
+6.59%
+19.71%
11,088.7
Healthcare Providers & Services
SGI
Somnigroup International Inc
169,687
10,361.1
0%
0.750
0%
0.080
+22.77%
+29.95%
15,293.4
Furnishings, Fixtures & Appliances
MUSA
Murphy USA Inc
19,248
9,596.5
+26.02%
0.690
+0.14%
0.100
-17.45%
-15.91%
8,319.5
Retail - Cyclical
CRS
Carpenter Technology Corp
47,327
9,257.6
+29.01%
0.670
+0.15%
0.100
+69.06%
+69.73%
14,307.6
Industrial Products
HAS
Hasbro Inc
148,500
9,192.1
0%
0.660
0%
0.110
+49.32%
+42.14%
10,903.5
Travel & Leisure
KD
Kyndryl Holdings Inc
267,278
8,665.1
0%
0.620
0%
0.120
+35.08%
+14.08%
9,134.2
Software
AIT
Applied Industrial Technologies Inc
35,348
8,599.5
0%
0.620
0%
0.090
+17.80%
+9.28%
9,928.7
Industrial Distribution
FTAI
FTAI Aviation Ltd
79,702
8,536.9
0%
0.610
0%
0.080
+22.45%
-20.70%
11,649.3
Business Services
CHE
Chemed Corp
14,266
8,295.8
+36.44%
0.600
+0.16%
0.100
-22.35%
-14.66%
6,602.3
Healthcare Providers & Services

U.S. Small Cap Growth Portfolio's Historical Top Holdings Breakdowns

U.S. Small Cap Growth Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMCR
Amcor PLC
2025-04-30
New Buy
New Buy
+0.51%
●
8.57 ($9.75) 10.39
$9.54
-2.15%
New holding
766,963
766,963
MEDP
Medpace Holdings Inc
2025-04-30
Add
Add
+0.49%
●
277.23 ($320.6) 360.97
$311.87
-2.72%
Add 11728.11%
21,882
21,697
BERY Unlock Delisted
Berry Global Group Inc
2025-04-30
Sold Out
Sold Out
-0.47%
●
61.74 ($69.55) 73.03
$67.58
-2.83%
Sold Out
0
-102,744
BECN Unlock Delisted
Beacon Roofing Supply Inc
2025-04-30
Sold Out
Sold Out
-0.42%
●
111.1 ($120.29) 124.19
$124.17
3.23%
Sold Out
0
-52,443
EVR
Evercore Inc
2025-04-30
Add
Add
+0.39%
●
163.77 ($218.36) 291.27
$298.52
36.71%
Add 366.32%
33,780
26,536
CNM
Core & Main Inc
2025-04-30
Add
Add
+0.35%
●
44.53 ($50.27) 56.44
$62.00
23.33%
Add 149.8%
151,826
91,047
FND
Floor & Decor Holdings Inc
2025-04-30
New Buy
New Buy
+0.34%
●
67.02 ($85.5) 103.99
$78.63
-8.04%
New holding
65,899
65,899
ATR
AptarGroup Inc
2025-04-30
Add
Add
+0.32%
●
133.66 ($147.01) 158.32
$156.38
6.37%
Add 336.32%
39,247
30,252
OKE
ONEOK Inc
2025-04-30
Sold Out
Sold Out
-0.32%
●
78.71 ($93.28) 102.38
$83.30
-10.70%
Sold Out
0
-49,123
BLD
TopBuild Corp
2025-04-30
Add
Add
+0.30%
●
275.93 ($305.76) 342.68
$356.43
16.57%
Add 177.73%
22,260
14,245

U.S. Small Cap Growth Portfolio Total Holding History ($B)

To

U.S. Small Cap Growth Portfolio's Asset Allocation

To

U.S. Small Cap Growth Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

U.S. Small Cap Growth Portfolio's Hypothetical Growth since 2025-04-30

U.S. Small Cap Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

U.S. Small Cap Growth Portfolio's Holdings Heat Map

Size field:

U.S. Small Cap Growth Portfolio's Holdings Bubble Chart

U.S. Small Cap Growth Portfolio News

  • 1

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