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
+29.54%
+11.43%
5,937.3
Consumer Packaged Goods
LAD
Lithia Motors Inc
48,063
18,474.5
0%
0.470
0%
0.160
+20.43%
-1.59%
9,124.0
Vehicles & Parts
BLDR
Builders FirstSource Inc
321,410
15,643.0
0%
0.400
0%
0.180
+10.24%
-6.75%
14,729.4
Construction
SAIA
Saia Inc
58,858
13,802.2
0%
0.350
0%
0.220
-8.20%
-33.45%
8,077.6
Transportation
LPX
Louisiana-Pacific Corp
206,881
13,629.3
0%
0.350
0%
0.240
+7.88%
-9.76%
6,465.5
Construction
MTZ
MasTec Inc
126,820
13,234.9
0%
0.340
0%
0.170
+45.53%
+25.05%
13,432.4
Construction
CROX
Crocs Inc
125,337
12,548.7
0%
0.320
0%
0.200
+12.09%
-5.28%
5,817.7
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
LSCC
Lattice Semiconductor Corp
243,918
12,271.5
0%
0.310
0%
0.180
+24.12%
-5.17%
7,386.9
Semiconductors
AEO
American Eagle Outfitters Inc
346,847
11,990.5
0%
0.310
0%
0.210
-5.79%
-38.69%
1,715.4
Retail - Cyclical
RRX
Regal Rexnord Corp
82,244
11,878.5
0%
0.300
0%
0.120
+53.34%
-1.56%
10,075.7
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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