About DEMSX
The DFA Emerging Markets Small Cap Portfolio is a diversified investment fund focused on small-cap companies within emerging markets. Its primary objective is long-term capital appreciation, achieved by investing substantially all of its assets in a corresponding master fund that implements the same investment strategy. The portfolio targets small companies in regions designated as Approved Market securities across multiple emerging economies, ensuring broad exposure with a highly diversified approach—typically holding thousands of stocks and limiting concentration in any single holding. The fund’s top 10 positions account for just a small percentage of total assets, reflecting its commitment to risk management and diversification. As part of the global equity asset class, the DFA Emerging Markets Small Cap Portfolio offers investors a direct route to dynamic growth opportunities in developing economies, spanning sectors such as industrials, basic materials, technology, and real estate. Its strategy is rooted in systematic investment and disciplined portfolio construction, making it a notable choice for those seeking long-term growth from smaller, innovative firms in emerging markets.
Fund Family Dimensional Fund Advisors
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DEMSX
Share Class - Institutional Class
Index MSCI EM (Emerging Markets) NR USD
DEMSX had a total return of 18.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.06%.
