Seeks long-term capital appreciation by investing in a diversified portfolio of US small cap value stocks.
Dimensional Fund Advisors funds can be purchased directly through their website, typically with no transaction fee.0
Visit Dimensional Fund Advisors's website to open an account and purchase DFSVX.
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DFA US Small Cap Value Portfolio
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DFSVX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on DFSVX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
DFA US Small Cap Value Portfolio
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Pre-filled with DFSVX's historical average return
Important: This projection uses simplified assumptions based on DFSVX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
What Is a Mutual Fund?
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How to Read Fund Performance Reports
Understand 1-year, 3-year, and 5-year returns and what they actually mean.
DFSVX is the ticker symbol for DFA US Small Cap Value Portfolio, a Small Value mutual fund managed by Dimensional Fund Advisors. Seeks long-term capital appreciation by investing in a diversified portfolio of US small cap value stocks.
DFSVX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
DFSVX has posted a 1-year return of +28.90%, 3-year return of +19.38%, 5-year return of +12.75%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
DFSVX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether DFSVX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Small Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
