DFSVX Stock: DFA U.S. Small Cap Value Portfolio Stock Price, Analysis & Insights
Get live DFSVX stock price $59.63, comprehensive DFA U.S. Small Cap Value Portfolio stock analysis, charts, news, and expert forecast. Real-time DFSVX stock data and investment insights.
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Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The portfolio primarily allocates a minimum of 80% of its total capital to equities of smaller U.S. companies with a value orientation. Additionally, the fund may engage in the buying or selling of derivative instruments, such as futures contracts an...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- www.dimensional.com
- Address
- 1299 Ocean Avenue, 11th FloorSanta Monica,CA 90401United States
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for DFA U.S. Small Cap Value Portfolio shareholders
- ⚠Market volatility can significantly impact stock price, especially for mid-cap stocks
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for DFA U.S. Small Cap Value Portfolio
- ⚠Investors should consider how DFA U.S. Small Cap Value Portfolio fits within their overall portfolio allocation
Market Cap
18.62B
Beta
1.03
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.