TU

THE UNITED KINGDOM SMALL COMPANY SERIES

Mutual Fund
DFA INVESTMENT TRUST CO
Last update 2025-03-27 299 Stocks (7 new)
Value $1.42 Bil Turnover 2 %
Countries:
Top Holdings: LSE:GAW(2.23%)LSE:DLG(1.62%)LSE:HIK(1.59%)LSE:IGG(1.57%)LSE:CWK(1.55%)
Summary Stock Picks Current Portfolio
THE UNITED KINGDOM SMALL COMPANY SERIES's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LSE:KGF 		Kingfisher PLC2024-10-31Reduce
-1.20%
●
2.68 (£2.97) 3.32
£2.76
-6.97%
Reduce -97.53%
155,439
-6,129,058
LSE:RDW Unlock Delisted Redrow PLC2024-10-31Sold Out
-0.87%
●
7.16 (£7.55) 7.95
£7.79
3.18%
Sold Out
0
-1,640,617
LSE:DPLM 		Diploma PLC2024-10-31Sold Out
-0.85%
●
40 (£43.38) 46.32
£46.38
6.92%
Sold Out
0
-269,076
LSE:VMUK Unlock Delisted Virgin Money UK PLC2024-10-31Sold Out
-0.83%
●
2.14 (£2.16) 2.18
£2.18
0.74%
Sold Out
0
-5,439,576
LSE:BEZ 		Beazley PLC2024-10-31Reduce
-0.64%
●
6.28 (£7.55) 8.02
£9.73
28.87%
Reduce -39.17%
2,051,133
-1,320,740
LSE:ASCL Unlock Delisted Ascential PLC2024-10-31Sold Out
-0.57%
●
5.65 (£5.68) 5.74
£5.67
-0.18%
Sold Out
0
-1,396,523
LSE:MKS 		Marks & Spencer Group PLC2024-10-31Sold Out
-0.56%
●
3.11 (£3.56) 3.93
£3.67
3.01%
Sold Out
0
-2,404,958
LSE:DRX 		Drax Group PLC2024-10-31Reduce
-0.36%
●
6.13 (£6.45) 6.67
£6.57
1.86%
Reduce -31.83%
1,681,789
-785,337
LSE:DARK 		Darktrace PLC2024-10-31Sold Out
-0.32%
●
5.74 (£5.86) 5.96
£5.77
-1.57%
Sold Out
0
-755,666
LSE:RMV 		Rightmove PLC2024-10-31Reduce
-0.26%
●
5.18 (£6.13) 7.08
£7.56
23.33%
Reduce -36.86%
1,097,234
-640,519

THE UNITED KINGDOM SMALL COMPANY SERIES Total Holding History ($B)

To

THE UNITED KINGDOM SMALL COMPANY SERIES's Asset Allocation

To

THE UNITED KINGDOM SMALL COMPANY SERIES Past Portfolios

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

Top Ranked Articles

  • 1

THE UNITED KINGDOM SMALL COMPANY SERIES's Hypothetical Growth since 2025-01-31

THE UNITED KINGDOM SMALL COMPANY SERIES's Yearly Returns

Year Portfolio % % Excess Gain %

THE UNITED KINGDOM SMALL COMPANY SERIES News

  • 1

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