DFA US Small Cap Growth Instl (DSCGX)

Fund Assets	1.88B
Expense Ratio	0.312%
Min. Investment	$0.00
Turnover	18.00%
Dividend (ttm)	0.20
Dividend Yield	0.60%
Dividend Growth	8.38%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 29, 2026

Previous Close	32.39
YTD Return	7.43%
1-Year Return	7.63%
5-Year Return	30.20%
52-Week Low	28.52
52-Week High	35.35
Beta (5Y)	1.05
Holdings	548
Inception Date	Dec 20, 2012

About DSCGX

This fund utilizes a market-capitalization weighting methodology to invest in a broad and diversified selection of readily tradable stocks from smaller American companies. The investment advisor focuses on identifying these small-cap firms based on their robust profitability and their competitive pricing compared to other U.S. small-cap entities at the time of acquisition. As a standard practice, not a fundamental mandate, the portfolio aims to allocate at least 80% of its net assets to U.S. small-capitalization securities under typical market circumstances.

• Fund Family: Dimensional Fund Advisors
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: DSCGX
• Index: Russell 2000 Growth TR

Performance

DSCGX had a total return of 7.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.49%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Top 10 Holdings

6.68% of assets

Name	Symbol	Weight
Halozyme Therapeutics, Inc.	HALO	0.76%
Medpace Holdings, Inc.	MEDP	0.76%
Crown Holdings, Inc.	CCK	0.71%
Five Below, Inc.	FIVE	0.67%
Manhattan Associates, Inc.	MANH	0.66%
Exelixis, Inc.	EXEL	0.65%
Sterling Infrastructure, Inc.	STRL	0.62%
Texas Roadhouse, Inc.	TXRH	0.61%
Allegion plc	ALLE	0.61%
IES Holdings, Inc.	IESC	0.61%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 29, 2026	$0.04846	Sep 30, 2026
Jun 29, 2026	$0.05354	Jun 30, 2026
May 5, 2026	$0.00474	May 6, 2026
Mar 30, 2026	$0.04172	Mar 31, 2026
Dec 15, 2025	$0.04766	Dec 16, 2025
Sep 29, 2025	$0.03894	Sep 30, 2025

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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