Dimensional US Small Cap ETF (DFAS)
62.02
+1.30
(+2.14%)
USD |
NYSEARCA |
Mar 27, 16:00
62.02
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.26% | 0.13% | 7.769B | 278389.1 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.95% | 4.00% | 1.582B | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, is designed to generally purchase a broad and diverse group of securities of U.S. small cap companies. As a non‑fundamental policy, normally, the fund will invest at least 80% of its net assets in securities of small cap U.S. companies. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Small Company |
Fund Owner Firm Name | Dimensional Fund Advisors |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Jed Fogdall | 25.23 yrs |
Joel Schneider | 25.23 yrs |
Marc Leblond | 25.23 yrs |
Joseph Hohn | 2.01 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, is designed to generally purchase a broad and diverse group of securities of U.S. small cap companies. As a non‑fundamental policy, normally, the fund will invest at least 80% of its net assets in securities of small cap U.S. companies. The fund may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Small Company |
Fund Owner Firm Name | Dimensional Fund Advisors |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Jed Fogdall | 25.23 yrs |
Joel Schneider | 25.23 yrs |
Marc Leblond | 25.23 yrs |
Joseph Hohn | 2.01 yrs |