Fund info

DFA International Small Cap Value Portfolio Institutional Class is a mutual fund focused on long-term capital appreciation by investing primarily in small-capitalization companies outside the United States. Managed by Dimensional Fund Advisors, this portfolio targets stocks in developed markets that exhibit value characteristics—typically lower valuations based on metrics such as price-to-earnings and price-to-book ratios, and higher dividend yields. The fund is categorized within the foreign small/mid value segment, meaning it invests in the bottom 30% of companies by market capitalization within each international market, excluding U.S. equities, which ordinarily make up less than 20% of assets. The fund diversifies across a broad array of sectors, including financial services, industrials, materials, technology, and consumer cyclical companies, with a portfolio that typically holds over 1,800 securities. Its disciplined, rules-based approach seeks to provide exposure to international value stocks, offering investors an avenue to participate in the performance of undervalued smaller companies abroad. As an institutional-class fund, it features a low expense ratio and is tailored for investors seeking efficient access to global small-cap value equities.