EMERGING MARKETS SMALL CAP PORTFOLIO

DFA INVESTMENT DIMENSIONS GROUP INC · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:DEMSX
$3.88B NAV
1 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

EMERGING MARKETS SMALL CAP PORTFOLIO is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Master-feeder

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the Emerging Markets Small Cap Portfolio (the Portfolio) is to achieve long-term capital appreciation. The Emerging Markets Small Cap Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master Fund, The Emerging Markets Small Cap Series (the Emerging Markets Small Cap Series or the Series) of The DFA Investment Trust Company (the Trust), which has the same investment objective and policies as the Portfolio.

Strategy · summarised

The fund invests substantially all its assets in a master fund that holds a broad portfolio of small-cap companies across emerging and frontier markets, selected by market capitalization thresholds that vary by country. Within that universe, the advisor may emphasize stocks with low relative price, high profitability, or smaller size, and may adjust positions based on price momentum and other shorter-term factors. Because the fund's selections depend on criteria the advisor may change over time and on discretionary shorter-term adjustments, its holdings and performance may diverge from a fixed benchmark.

Expenses
0.60%one share class
Share classGrossNet
DEMSX0.80%0.60%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 11.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

103.22%
of net assets
Stocks101.66%
Cash & short-term1.50%
Derivatives0.06%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1

New and exited totals aren’t verifiable for this fund.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.74%
3-year
+52.20%
5-year
+38.00%
Volatility
16.53%
Worst 3-yr fall
-8.90%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Dimensional Fund Advisors100.03%$3.88B
Showing 1 of 1

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 100.03% of net assets, top 25 100.03%, across 1 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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