US

U.S. SMALL CAP PORTFOLIO | DFSTX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-03-27 2002 Stocks (70 new)
Value $16.71 Bil Turnover 3 %
Countries:
Top Holdings: SFM(0.56%)CRS(0.38%)SSB(0.35%)AIT(0.32%)CRDO(0.29%)
Summary Stock Picks Current Portfolio
U.S. SMALL CAP 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
ONTO
Onto Innovation Inc
2024-10-31
Reduce
Reduce
-0.26%
●
158.45 ($200.12) 224.94
$97.04
-51.51%
Reduce -80.59%
53,868
-223,683
FIX
Comfort Systems USA Inc
2024-10-31
Reduce
Reduce
-0.25%
●
300.72 ($362.72) 424.27
$507.60
39.94%
Reduce -56.88%
94,313
-124,418
EVR
Evercore Inc
2024-10-31
Reduce
Reduce
-0.17%
●
222.09 ($248.77) 286.04
$267.06
7.35%
Reduce -62.66%
65,878
-110,526
COKE
Coca-Cola Consolidated Inc
2024-10-31
Reduce
Reduce
-0.14%
●
112.43 ($128.42) 135.6
$107.65
-16.17%
Reduce -50.97%
192,490
-20,013
LW
Lamb Weston Holdings Inc
2024-10-31
New Buy
New Buy
+0.11%
●
56.38 ($66.04) 78.22
$53.01
-19.73%
New holding
236,571
236,571
EQT
EQT Corp
2024-10-31
Sold Out
Sold Out
-0.11%
●
30.21 ($34.41) 38.57
$58.23
69.22%
Sold Out
0
-543,899
SWN Unlock Delisted
Southwestern Energy Co
2024-10-31
Sold Out
Sold Out
-0.11%
●
6 ($6.32) 7.15
$7.11
12.50%
Sold Out
0
-2,791,059
WYNN
Wynn Resorts Ltd
2024-10-31
New Buy
New Buy
+0.08%
●
73.55 ($86.29) 106.41
$91.91
6.51%
New holding
127,221
127,221
CELH
Celsius Holdings Inc
2024-10-31
New Buy
New Buy
+0.08%
●
28.74 ($34.88) 44.8
$45.47
30.36%
New holding
403,110
403,110
HSIC
Henry Schein Inc
2024-10-31
Add
Add
+0.08%
●
63.92 ($70.24) 73.22
$72.79
3.63%
Add 117.23%
342,657
184,916

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

To

U.S. SMALL CAP PORTFOLIO's Asset Allocation

To

U.S. SMALL CAP PORTFOLIO Past Portfolios

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

Top Ranked Articles

  • 1

U.S. SMALL CAP PORTFOLIO's Hypothetical Growth since 2025-01-31

U.S. SMALL CAP PORTFOLIO's Yearly Returns

Year Portfolio % % Excess Gain %

U.S. SMALL CAP PORTFOLIO News

  • 1

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