DFA United Kingdom Small Company Portfolio Inst (DFUKX)
33.51
+0.30
(+0.90%)
USD |
Aug 25 2026
DFUKX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.24% |
| Stock | 98.85% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.91% |
Market Capitalization
As of April 30, 2026
| Large | 0.85% |
| Mid | 19.18% |
| Small | 79.97% |
Region Exposure
| Americas | 3.34% |
|---|---|
|
North America
|
0.61% |
| United States | 0.61% |
|
Latin America
|
2.73% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 95.66% |
|---|---|
| United Kingdom | 89.68% |
|
Europe Developed
|
4.20% |
| Austria | 0.10% |
| France | 0.27% |
| Ireland | 2.96% |
| Netherlands | 0.05% |
| Spain | 0.27% |
| Switzerland | 0.55% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.78% |
| Israel | 1.77% |
| United Arab Emirates | 0.01% |
| Greater Asia | 0.08% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.08% |
| Singapore | 0.08% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.92% |
|---|
Stock Sector Exposure
| Cyclical |
|
54.45% |
| Materials |
|
8.84% |
| Consumer Discretionary |
|
20.45% |
| Financials |
|
23.86% |
| Real Estate |
|
1.30% |
| Sensitive |
|
34.55% |
| Communication Services |
|
5.18% |
| Energy |
|
3.80% |
| Industrials |
|
22.43% |
| Information Technology |
|
3.14% |
| Defensive |
|
8.86% |
| Consumer Staples |
|
4.02% |
| Health Care |
|
2.42% |
| Utilities |
|
2.42% |
| Not Classified |
|
0.01% |
| Non Classified Equity |
|
0.01% |
As of April 30, 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 | -- |