DFA United Kingdom Small Company Portfolio Inst (DFUKX)
29.94
-0.20
(-0.66%)
USD |
May 19 2026
DFUKX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.09% |
| Stock | 99.50% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.41% |
Market Capitalization
As of January 31, 2026
| Large | 0.80% |
| Mid | 20.93% |
| Small | 78.27% |
Region Exposure
| Americas | 3.37% |
|---|---|
|
North America
|
0.83% |
| United States | 0.83% |
|
Latin America
|
2.54% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 96.17% |
|---|---|
| United Kingdom | 90.61% |
|
Europe Developed
|
3.94% |
| Austria | 0.07% |
| France | 0.21% |
| Ireland | 2.74% |
| Netherlands | 0.05% |
| Spain | 0.16% |
| Switzerland | 0.71% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.61% |
| Israel | 1.61% |
| United Arab Emirates | 0.01% |
| Greater Asia | 0.06% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
0.05% |
| Singapore | 0.05% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.41% |
|---|
Stock Sector Exposure
| Cyclical |
|
54.46% |
| Materials |
|
7.88% |
| Consumer Discretionary |
|
22.07% |
| Financials |
|
22.62% |
| Real Estate |
|
1.90% |
| Sensitive |
|
34.17% |
| Communication Services |
|
4.80% |
| Energy |
|
1.81% |
| Industrials |
|
24.51% |
| Information Technology |
|
3.05% |
| Defensive |
|
8.99% |
| Consumer Staples |
|
4.12% |
| Health Care |
|
2.49% |
| Utilities |
|
2.37% |
| Not Classified |
|
2.38% |
| Non Classified Equity |
|
0.79% |
| Not Classified - Non Equity |
|
1.59% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |