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 Inc2024-10-31Reduce
-0.26%
●
158.45 ($200.12) 224.94
$96.05
-52.00%
Reduce -80.59%
53,868
-223,683
FIX 		Comfort Systems USA Inc2024-10-31Reduce
-0.25%
●
300.72 ($362.72) 424.27
$485.40
33.82%
Reduce -56.88%
94,313
-124,418
EVR 		Evercore Inc2024-10-31Reduce
-0.17%
●
222.09 ($248.77) 286.04
$234.48
-5.74%
Reduce -62.66%
65,878
-110,526
COKE 		Coca-Cola Consolidated Inc2024-10-31Reduce
-0.14%
●
112.43 ($128.42) 135.6
$112.93
-12.06%
Reduce -50.97%
192,490
-20,013
LW 		Lamb Weston Holdings Inc2024-10-31New Buy
+0.11%
●
56.38 ($66.04) 78.22
$53.19
-19.46%
New holding
236,571
236,571
EQT 		EQT Corp2024-10-31Sold Out
-0.11%
●
30.21 ($34.41) 38.57
$56.56
64.37%
Sold Out
0
-543,899
SWN Unlock Delisted Southwestern Energy Co2024-10-31Sold Out
-0.11%
●
6 ($6.32) 7.15
$7.11
12.50%
Sold Out
0
-2,791,059
WYNN 		Wynn Resorts Ltd2024-10-31New Buy
+0.08%
●
73.55 ($86.29) 106.41
$92.54
7.24%
New holding
127,221
127,221
CELH 		Celsius Holdings Inc2024-10-31New Buy
+0.08%
●
28.74 ($34.88) 44.8
$37.04
6.19%
New holding
403,110
403,110
HSIC 		Henry Schein Inc2024-10-31Add
+0.08%
●
63.92 ($70.24) 73.22
$73.66
4.87%
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

Discussions on U.S. SMALL CAP PORTFOLIO

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.